It's too rolly, I can't bear it! The bigwigs of car companies have begun to collectively fight each other!

Livestock Corps 2024

2024-06-08 20:28Posted in Guangdong financial field creators

It's really too much, and at the "2024 China Automobile Chongqing Forum", the bigwigs of car companies have begun to collectively fight each other. The first to shoot was Huawei's Yu Chengdong, although Huawei claims not to make cars, but Huawei does occupy a certain dominant position in the field of intelligent driving of new energy vehicles in China. Because it was a forum, the principals of various car companies also let go of their hands and feet, and vented all their dissatisfaction in their hearts.

Why did Yu Chengdong take the lead? Because he openly stepped on BYD at the meeting, intentionally or unintentionally, he said: "The price of BYD volume is the first in the world, but the value of Huawei volume." The implication is that BYD sells low-end cars, while Huawei occupies the mid-to-high-end market.

As soon as this statement came out, Li Yunfei, general manager of the BYD brand, was the first to be unconvinced, and retorted: "BYD is not only the volume price, BYD also has mid-to-high-end brands such as Denza, Equation Leopard, and Yangwang. "In terms of price, BYD looks up to U8 and sells it for more than 1 million, and Huawei-led Hongmeng Zhixing, the most expensive Wenjie M9, is only more than 500,000.

Li Yunfei also fought back: "The Wenjie and the Zhijie have also reduced their prices, and even reduced them by 40,000 or 50,000 in stages. In other words, the price of the volume is not only BYD, when you ask the world to sell, the same volume price. Two large enterprises rooted in Shenzhen took the lead in a war of words. It can be seen how far China's automotive industry has come. Not to mention peers, even the two local companies in Shenzhen are fighting each other.

In this forum, BYD became the largest targeted. Li Shufu, the founder of Geely, also opposes the involution without a bottom line, constantly emphasizing that involution is no problem, but it is necessary to involute fairly and justly, and to involute reasonably and legally, and not blindly fight for price, or even cut corners. Li Shufu didn't name names, but everyone who understands understands it. Li Shufu also made a side-attack on the law enforcement departments, demanding strict and fair law enforcement. What does that mean? It is nothing more than the high-pressure fuel tank incident, and there is no way to say it so far.

But the sharpest and shortest temper is Zeng Qinghong, the boss of GAC. Zeng Qinghong did not shy away from saying that fighting a price war like this is not a way, and there is no way out, and the end is a dead end. An enterprise must not only aim to make a profit, but also assume social responsibility, provide employment, and pay taxes to the state. Zeng Qinghong did not hesitate to expose his shortcomings, saying that GAC laid off many employees this year. This layoff is mainly from GAC Honda, GAC Toyota, GAC Mitsubishi, etc.

For GAC, BYD's price war is indeed deeply hurt, and the main thing to seize is the Japanese car market. In the past, GAC relied on the joint venture system and made a lot of easy money. But now, in the face of cruel market competition, it is indeed unbearable. In the competition between large state-owned auto factories and large private auto factories, state-owned enterprises have a natural disadvantage.

First, the labor cost is high, and the layoffs cannot be arbitrarily laid, and the compensation for layoffs must also be in place.

Second, the social cost is high, and it is necessary not only to pay taxes, but also to pay profits.

Third, the quality of personnel is uneven, and there will always be people who go through the back door and eat dry food.

But private car companies are different, the profits can not be distributed to shareholders, and there is no need to take care of related households, and employee costs are lower. Especially in the area of labor costs, state-owned car factories are at a natural disadvantage, social security must be paid, canteens can not be too bad, and employee benefits must be issued during the New Year's holidays. For state-owned enterprises, it is very important to raise people, which is why Chinese workers want to desperately enter state-owned enterprises.

In order to improve the fairness of competition, Zeng Qinghong also proposed that when the market share of pure electric vehicles reaches 50%, the implementation of "oil and electricity equal rights". What is the meaning of "equal rights of oil and electricity"? Its true meaning is "oil and electricity are equally responsible". Because the current trams enjoy new energy subsidies, the purchase tax is completely exempt, there is no limit to the license plate, and even the road maintenance fee is not paid, fuel tax, etc., have not been paid.

In the competition between oil trucks and trams, oil trucks are in an absolute disadvantage position in terms of policy. In other words, GAC hopes to reduce policy support for the new energy vehicle industry, because the current new energy vehicle industry is very mature, but its social responsibility and tax contribution are far lower than that of oil vehicles. It's not fair to the oil trucks.

Regarding involution, Changan and Chery uphold a supportive attitude. BYD's meaning is obvious, it is now a market economy, and the market economy is a surplus economy, and a large number of car companies will definitely go bankrupt and go bankrupt. The price war is indeed cruel, but it conforms to the laws of the market economy, and is also conducive to the centralization of the industry and the enhancement of the competitiveness of the leading enterprises. If you don't have a card in your hand, you can not follow, but BYD must fight a price war.

Changan and Chery's views are also in line with BYD's, supporting the price war. You can find that those who support the price war are basically independent brands, including private enterprises such as BYD and Geely, as well as state-owned enterprises such as Changan and Chery. Why do these car companies support price wars? There are two main reasons for this:

First, master the core technology of independence, and not be afraid of price wars. Like BYD and Chery, one focuses on new energy and the other focuses on the export of oil vehicles, and Chery also exports a large number of engines to Japan's Kawasaki Heavy Industries.

The second is that it has to be fought. If you don't want to fight, people will fight. BYD launched a price war, and all major car companies can only accept it, and it is inevitable that if they do not join, they will be eliminated. Although GAC has complaints and grievances, it still has to join in. Like Toyota Camry, it has dropped to 130,000 levels, isn't it more than 10,000 monthly sales?

Now is no longer the time to make easy money, GAC also needs to adapt to small profits and quick turnover.

But we must also be aware that after this round of price war, "oil and electricity with the same rights" will inevitably come. The decline of the new energy policy is the trend of the times, and it is impossible for trams to fully replace gasoline vehicles for the time being. For a long time in the future, it will be "oil and electricity parallel".

In particular, the market share of range-extended and plug-in hybrid vehicles will continue to expand.

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