The news that Santana is about to stop production has undoubtedly shocked a considerable number of consumers, and the Volkswagen model that first entered the Chinese market has been in the market for more than 30 years. In the past, the price has been coaxed to more than 200,000, squeezing many opponents, and realizing the car dream for countless Chinese families, but in the end it is inevitable to usher in the end of life.
In fact, Santana's terminal sales are not low, and it can even be said that it is better than most domestic cars of the same level. In 2020, Santana sold nearly 180,000 vehicles, and 100,000 vehicles were sold in the first nine months of this year, which is a proper explosion at the same price, so why did SAIC Volkswagen decide to stop production of Santana?
Of course, it is not because of sales, but because of profits and policy issues. The development of new energy models has become a global consensus, many countries have entered the countdown to the ban on combustion, although the Chinese market is still not clear on the time of the total ban on combustion, but the double point policy is still the sword of Damocles on the head of many car companies.
According to the requirements of the double integration policy, the average fuel value of all vehicles sold by the enterprise must meet certain energy-saving standards, if the vehicle fuel consumption is higher than this value, the enterprise will obtain negative points, and new energy models can obtain positive points, and positive and negative can be offset. But when the positive points are not enough to offset the negative points, they can only be purchased from other car companies with surplus points.
And Volkswagen's current sales are still based on fuel vehicles, the current layout in the field of new energy is not perfect, the recently released 2020 annual corporate points results show that SAIC Volkswagen last year generated negative points as high as more than 780,000. Looking at Santana specifically, the car's fuel consumption per 100 kilometers is 5.6L, and saic-Volkswagen's average fuel consumption last year was 5.18L, which means that every Santana sold would lose 0.42L points, and last year it "contributed" more than 75,000 negative points to SAIC Volkswagen. In 2020, the price of points in the market is about 3,000 yuan, and it will cost more than 220 million yuan to buy points for Santana alone. Therefore, some time ago, it was exposed that Hongguang MINI earned 1.3 billion yuan for Wuling through the sale of new energy credits, which seems to be true.
This year, the point price is expected to reach 5,000 yuan, which means that this year, SAIC Volkswagen will subtract 2,100 yuan of profit for every Santana sold, and the profit from the sale of a Santana is estimated to be no higher than this. Santana seems to have contributed a huge amount of sales to SAIC Volkswagen, but it has also brought a lot of burden to the company. So cutting out these low-margin models is undoubtedly a matter of time.
With the suspension of Santana's production, there will be fewer and fewer low-end civilian fuel vehicles that we can buy in the market. In addition to Santana, SAIC Volkswagen also has The Horner, Skoda Xinrui, Xindong three models will also usher in the same fate. In fact, it is not difficult to find that in recent years, even domestic brands have been adhering to the principle of upward mobility, and there are fewer and fewer models launched in the field of low-end fuel, ANDD has stopped production F3, geely also has the news of cutting off the low-end line vision. However, it is also understandable that under the strict policy, just like Santana, low-end products are not only low profits and waste points indicators, there is not much need for enterprises to survive, and models in this price segment may be replaced by more micro-electric vehicles in the future~