[car home Industry] Wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, wait, ! ! Although the subsidy has dropped sharply, with the "boots landing", the car companies can finally make a planned deployment for one year, which doesn’t sound like a bad thing. However, in March, something really broke Aunt Cha Shu’s heart. What is it? Please read it down-
Without the influence of the Spring Festival holiday and the blessing of the reduction of value-added tax, the overall level of automobile production and sales has improved. In March, the production and sales of automobiles were 2.558 million and 2.52 million respectively, up by 81.5% and 70.1% respectively over the previous month and down by 2.7% and 5.2% respectively over the same period of last year. Among them, the production and sales of passenger cars were 2.09 million and 2.019 million respectively, up by 83.3% and 65.6% respectively from last month and down by 5% and 6.9% respectively from the same period of last year. The market has picked up, and the pace of spring seems to be really close.
Passenger cars: Although it dropped by 6.9% at the same time, the decline has been obviously narrowed.
Although it is still down year-on-year, the faces of all autobots can be slightly rosy this month. After all, the automobile market environment is picking up. In March 2019, the sales volume of domestic passenger cars reached 2.019 million, up 65.6% from last month. Although it decreased by 6.9% compared with the same period of last year, the decline was slightly larger than the overall automobile, but the decline was obviously narrowed. We must know that since September last year, the monthly decline of passenger cars has been above double digits, with the highest decline approaching 18%.
In March, the sales volume increased sharply month-on-month, highlighting the disturbing factors of the Spring Festival in early February (it seems that everyone has a lot of lucky money this year, (* _ *) hee hee …). However, in terms of segmentation, the differentiation of cars is still obvious. Luxury cars still maintained a growth rate of 7.5%, joint venture brands decreased by 12.3%, and independent brands decreased by 15.7%; Among them, Japanese and German departments performed better, and their own brands were under greater pressure.
In addition, there is another major factor to improve the sales trend, that is, the reduction of value-added tax, which greatly benefits enterprises and terminal consumption. After the manufacturing value-added tax rate was reduced by 3 points, imported car companies took the lead in reducing prices, and then joint ventures and mainstream car companies of China brands also announced the adjustment of official selling prices. On the one hand, it helps to improve consumers’ car buying mood, on the other hand, it also reduces the pressure on car manufacturers and dealers.
However, there is an exception to everything. Lexus experienced a "rare" sharp decline of 14% in March. The reason is that Lexus only slightly reduced the price of vehicles with "dismal" sales such as LC and LS, while the main models such as RX, ES and NX were not within the price reduction range, and even increased the price and "followed the fate".
In the first quarter of this year as a whole, the cumulative sales of passenger cars was 5.263 million, down 13.7% year-on-year, but the decline was 3.8 percentage points lower than the previous two months. Therefore, Cha Shugu is optimistic about the future trend of the passenger car market, what do you think?
Guobu: The average rate of slope retreat is over 50%. Did you raise the price today?
Waiting for thousands of times, at the end of March, the much-anticipated new energy subsidy policy for 2019 was finally released. Unexpectedly, the subsidy amount has been greatly reduced, but unexpectedly, this range is a bit too large. Compared with the new energy policy in 2018, the land compensation was cancelled in 2019, and the national compensation rate was over 50%.
Difference of subsidy amount in 18-19 years (10,000 yuan)
"According to the calculation method of the new subsidy policy, we have calculated and estimated the new subsidy amount for hot-selling vehicles, and the final vehicle price adjustment is still subject to the brand announcement information. 』
It may be that it is "starting too low". In comparison, the slope of plug-in hybrid vehicles (including extended range) is still relatively small. In 2019, the upper limit of state compensation was 10,000 yuan, which was 54% lower than that in 2018. In the pure electric field, the strength of slope retreat is large and complicated. Pure electric passenger cars with a cruising range of more than 400 kilometers (including 400 kilometers) will be regressed by 50%, while electric cars with a cruising range of 300-400 kilometers will be regressed by 60%.
It is worth mentioning that after the implementation of the New Deal in 2019, local subsidies will be officially cancelled. Therefore, if the amount of double subsidies for state subsidies and land subsidies is counted, the subsidies in 2019 will be far more than 50% lower than that in 2018. Take the vehicle with battery pack energy density of 135Wh/kg, battery life of 355 kilometers and power consumption of 21 degrees as an example, its subsidy in 2019 is 83% lower than that in 2018, which shows that the slope reduction in 2019 is large.
Like last year, the New Deal in 2019 set a transition period, but compared with the 2018 policy, the transition period is relatively short and the subsidy amount is low. However, during the transition period, the licensed models can still enjoy the land compensation discount, and the small partners who haven’t started yet have to hurry! With the release of the New Deal in 2019, the new energy automobile industry has ushered in a more intense market competition knockout. And the country also hopes to be able to further survive the fittest and improve the technical capacity of China’s automobile industry through subsidy adjustment.
"Investigation on price adjustment and quotation of various brands in early March 2019"
Sure enough, after the release of the New Deal, some enterprises responded by raising prices. Among them, Weilai ES8 will increase the terminal price by more than 50,000 yuan from 0: 00 on the 27th, but reserve the last four hours of March 26th as the insured plan. After that, a number of car companies have successively released price adjustments for related models. However, some car companies, such as GAC New Energy, Future Auto, and SAIC Roewe/MG, have launched insured plans. In fact, before the release of the New Deal, Xinte and Xpeng Motors had already raised the price of their models. At present, traditional car companies are more resistant to risks than new car companies.
Having said that, Cha Shugu must be reminded by friendship that consumers who want to buy new energy vehicles must pay attention to the changes in time and various technical indicators to avoid financial losses ~
BYD: Do you want to know about a car with a maximum price of less than 80,000 yuan?
Subsidies tilt towards high battery life and low energy consumption, which means there is no market for micro electric vehicles? BYD: tan90° (non-existent). On March 21st, BYD E-series was officially released. Compared with Dynasty EV series, the price positioning of E-series is lower, and all models are positioned at 50,000 yuan to 150,000 yuan. Then, on April 12th, the first model of BYD’s E-series, pure electric vehicle e1, was officially launched. The new car was launched in four models: Jin, Yue, Zhi and Yao, and the subsidized price was between 59,900 yuan and 79,900 yuan. However, the official price is called "call first-come-first-served price", and it is only valid to buy a car before June 25.
"Note: Black in the table represents the models for sale in 2018; The red mark represents the model to be listed in 2019. "
In fact, as early as the end of 2017, there was a voice that BYD wanted to lay out the mini-car market, but it was not released in 2018 due to factors such as adjustment of subsidy policy. This time, when mainstream car companies concentrated on compact products in 2019, BYD chose to cut into the mini-car market in the form of a new series. What is the consideration?
"Create a model that can meet the needs of most users." This is the answer given by BYD, and it may be easier to realize this wish by choosing a mini-car. When communicating with car home, Wang Chuanfu once said that the new energy vehicle market will continue to show an explosive trend in 2019, and there are opportunities in every market segment. Previously, BYD Yuan EV proved the potential of the mini-car market with its sales volume.
Indeed, some people in the industry have said before that there is no market for micro electric vehicles, but after the subsidies are further lowered, car companies can’t reduce their prices to an acceptable range for consumers, so they have to temporarily withdraw from this field. With the gradual introduction of subsidies, micro-electric vehicles may usher in new life. In addition, the management measures of low-speed electric vehicles and the policy of "cars going to the countryside" may also gradually stimulate the development of this market. With BYD’s accumulation in the field of new energy, e1 still has a chance.
However, Ms. Cha should remind us that at a time when subsidies are not dominant and shared cars are far from popular, the status of mini-cars is still a bit embarrassing. In addition, BYD also had "encirclement and interception" of Beiqi New Energy, Jianghuai and other car companies before, and it was not as easy as expected to seize the mini-car market quickly.
Smart: Geely and Daimler each hold 50% of the shares. Do you expect me to be like this?
Daimler and Geely hold hands and once again verify that there are only predictions and no rumors in the automobile circle. No, after repeated denials, Geely and Daimler still "hit their faces" (this may be the happiest time. ) "On March 28th, Geely Automobile and Daimler announced that they will set up a joint venture company to jointly operate and promote the transformation of the smart brand on a global scale, and strive to build smart into a high-end electric smart car brand. Headquartered in China, the smart joint venture company is expected to be established by the end of 2019, with each party holding 50% of the shares.
It was rumored earlier that Daimler will decide whether to stay or not in this year because it is dissatisfied with the profit performance of the smart brand. Although Daimler has never announced the performance of the smart brand, some analysts pointed out that the smart brand has been in a state of loss since its establishment 21 years ago, and it is estimated that the annual loss will be 500 million euros (about RMB 3.8 billion) to 700 million euros (about RMB 5.3 billion). This year, after several twists and turns, this official announcement was made.
As for why the two sides choose to cooperate, perhaps we can explore a thing or two from the lyric of Daimler CEO dieter zetsche. This is a man of the hour in the automobile circle who always likes to express his feelings. In the article "A smarter Future than Elves", dieter zetsche professes Smart loudly, saying that this is what you should look like. From this article, we can also know the past and future of smart more clearly.
Dieter zetsche said that the new smart model will be developed by a joint venture between Geely and Daimler, manufactured in China and sold to the global market. This is not only to tell everyone that smart has been crowned with Geely’s surname, or it also means that Geely can use smart’s sales channels to enter the international market faster.
As early as 1997, when the first smart model was born, the main thing was the urban travel solution, although the wave of urbanization was just beginning to take shape. In dieter zetsche’s view, smart has been planned as a pure electric brand since its birth. The launch of the definition of "high-end electric smart car brand" also means that the previously rumored Smart electrification has basically been settled.
Of course, dieter zetsche also introduced the car models that consumers are most concerned about. He said that we will continue to operate the smart cash model as planned until the end of the product life cycle and will continue to invest more in this successful product. In addition, this year’s smart mid-term redesigned models will begin to be sold in dealer stores. As for the price issue, dieter zetsche didn’t write it into the article, but Cha Shugu felt that the price of the localized smart should be reduced.
Beetle: Three generations, 80 years, I will leave after all.
Unlike smart, the future of the Beatles is slightly sad. According to American media reports, Herbert Diss, CEO of Volkswagen Group, revealed that one of Bengu’s favorite models, the Beetle, will be officially discontinued in the summer of 2019. There have been rumors that the Beetle will launch an electric version in the future, and Bengu still has illusions about buying an e-Beetle. With the announcement of Edith: The Beatles will not return in the form of an electric version, and the series will become history. Ah, my aunt’s heart is so cold …
At the Shanghai Auto Show, Volkswagen launched the last limited edition Beetle named Final Edition, which is regarded as the curtain call of this classic model. Three generations, more than 80 years, the Beatles have brought a lot of feelings and memories to car fans. However, after all, due to poor sales and other reasons, it is about to leave the historical stage.
To tell the truth, the first generation of Beetles was born with a "golden spoon", and Hitler’s (yes, you know that one, covering his face ……) personally made the public pile new technologies on this "hope of the whole village". In 2003, the last original Beetle with vehicle number 21529464 drove off the production line of Volkswagen Mexico factory, which recorded the most glorious years of Beetle.
From the second generation, the Beatles began to take a personalized route, and even labeled it exquisite and fashionable. However, correspondingly, its positioning and selling price are also rising, which makes it fall into a more embarrassing situation. If you want to travel instead of walking, you may choose golf, while if you want to highlight your taste, you can choose BBA’s entry-level model. After all, its space and power are really no advantage today.
Then, the "Diesel Door" incident made Volkswagen focus all its energy on the design of modern products such as electrification. At present, Volkswagen will definitely focus most of its energy on the brand-new electrified product I.D. series, and I.D.Neo, which also looks "sprouting", may become a beetle in the new era. Will it make you feel better?
Full text summary
In a blink of an eye, this issue of "Counting the Storm" has come to an end. If you have anything to say or ask, you are welcome to chat in the message area. I will definitely read every comment. If you think anything is wrong, you are welcome to correct it. If you think it is OK, you are also welcome to praise it (I will show this screenshot of the message to my boss, get a promotion and raise, hahaha, I will be happy to think about it). Finally, Aunt Cha inserted a small advertisement ~ Previously, my aunt and her friends made a program called "Seeing is believing", hoping to crush all kinds of hearsay with their feet and eyes. Well, the second season has started recently, and I hope everyone will pay more attention to it. You can see an aunt Cha who is not cute (sha) but very strict (xin) (lei) there.
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