China News Service, July 1st: The

policy is here!

An increase of about 200 billion yuan, and automobile consumption ushered in an explosive period

  Ge Cheng from China-Singapore Finance

  "In the past, the parking spaces in front of these 4S stores were all empty. Recently, there have been many parked cars. There are many more people watching the cars than some time ago." In an automobile industrial park, the security guard who was responsible for checking the health code at the door told a reporter from Zhongxin Finance and Economics.

  Recently, the good news in the auto industry has continued, which further gave birth to the rapid recovery of the auto market.

Following the policy of halving the purchase tax of new cars, on June 22, the executive meeting of the State Council proposed to promote automobile consumption, support new energy vehicles, improve parallel import policies and other vehicle support measures. Yuan.

  Industry insiders predict that with the support of the policy, the auto industry is ushering in a wave of "concentrated outbreaks".

Data map: Car 4S shop parking lot.

Photo by Liu Junfeng

From "empty orders" to "dozens of orders", the situation is improving rapidly

  "The situation has gotten better recently. The store was closed a while ago, and there was no business at all. Recently, from empty orders to an average of a few orders a day, to dozens of orders, there are many customers watching the car on weekends, and we are a little too busy." In a 4S store of a certain brand in the Automobile Industrial Park, Beibeiwang Town, Haidian District, Beijing, the salesperson greeted other customers looking at the car and introduced to the reporter of Zhongxin Finance and Economics.

  The salesperson told reporters that there have been more customers booking cars recently, and the in-store inventory of some hot-selling models is also rapidly decreasing.

"The discount is still available, but it may be narrowed in the future. If there is no car on hand, the price may rise."

  According to the observation of Zhongxin Finance and Economics, some of the hot-selling models in 4S stores have no show cars, but there are "an endless stream" of people watching the cars.

The sales staff told reporters that some of the show cars of the hot-selling models have been sold. If necessary, you can only order a car, and the waiting time is about one or two months.

Some new energy vehicles can enjoy "double subsidies"

  In order to promote automobile consumption, on June 26, the Beijing Municipal Bureau of Commerce and other seven departments jointly issued the "Beijing's Plan on Encouraging Automobile Replacement and Consumption". Those who meet the conditions will be given 8,000 yuan to 10,000 yuan per vehicle for replacement of new energy vehicles. subsidy.

  In a 4S store, a salesperson told reporters: "The oil price has risen rapidly recently, and after the release of the (Beijing new energy vehicle) subsidy policy, there have been significantly more customers asking about new energy vehicles in the past few days."

  According to him: "There are both fuel vehicles and new energy vehicles in the store. Two of the new energy vehicles are PHEV (plug-in hybrid) models, which can both use oil and recharge. Recently, these two models, in addition to In addition to enjoying the policy of full purchase tax exemption, you can also enjoy the replacement subsidy from Beijing, which is very cost-effective in general, and I have already ordered several units in the past few days.”

  As for the price issue, the salesperson said that because of the shortage of chips some time ago, there are currently no discounts for this batch of cars.

"High-end models use a lot of chips, and the cost is high. You can't sell them at a loss."

The actual discount of many models is not large

  The policies of the auto industry have come, and the passenger flow of 4S stores has also improved, but some consumers have found that the actual discounts on many models are not large.

  A consumer who looked at the car in the showroom told a reporter from Zhongxin Finance and Economics that the prices of many models are almost the same as before, and there are still a lot of fancy halls.

"At first (I) thought there was a big discount for buying a car now, but when I came, I found out that it was all a routine."

  According to the consumer, there are now two types of in-store discounts, one is a full purchase tax exemption plus 10,000 yuan in cash, and the other is a national discount plus more than 20,000 yuan in cash.

But you can only choose one of the two, and in the end, the price is almost the same.

  According to a number of sales staff, the discounts on best-selling models are actually not big. Recently, there are many people looking at cars, and they have even been tightened.

"How can there be such a big and solid discount? Now the profit of selling cars is already low, and the commission is not high. The previous loss was too long. Everyone pointed to the recent recovery of the car market and made a small profit."

The pick-up date can only be determined after waiting for the feedback from the manufacturer

  Zhongxin Finance’s visit also found that when talking about the best-selling models, many sales staff said that the store can only place orders at present, and it is necessary to wait for the manufacturer to feedback the specific production schedule and departure time before determining the pick-up date.

It can be seen that the recovery of factory production capacity is related to the car pickup cycle of consumers.

  Since late March, the related industrial chain of Shanghai Automobile has been affected by the epidemic, which has led to the overall reduction and suspension of vehicle production.

How has the production of car companies recovered recently?

  According to the official account of the China Passenger Car Association on June 28, information from the Shanghai production bases of several major vehicle companies showed that by mid-June, the three major car companies SAIC, SAIC Volkswagen and SAIC-GM had already produced in Shanghai on a single day. It reached 13,000 vehicles, returning to the normal level before the epidemic, and directly led more than 1,000 parts and components supporting enterprises in the upstream and downstream of the industrial chain to resume production.

  About 17,000 vehicles, including the four Chinese brands Zhiji, Feifan, Roewe and MG, have been rolled off the production line one after another, and double-shift production was officially launched on June 18.

SAIC Motor's production base in Shanghai has produced more than 200,000 vehicles in early and mid-June, a year-on-year increase of about 30%.

Tesla's Shanghai Gigafactory is using a double-shift system for closed production, and its capacity utilization rate has returned to 100% in early June.

  The relevant person in charge of SAIC Volkswagen said in an interview with Zhongxin Finance on the 29th that at present, the production base of SAIC Volkswagen Anting has resumed production, and the production rhythm of the new energy vehicle factory, the second and third factories of Anting Automobile has returned to the pre-epidemic level. rhythm, to reach a state of full production.

On June 8, the daily output of SAIC Volkswagen's MEB new energy vehicle plant reached 495 units, setting a new high since the establishment of the plant.

(Finish)

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