The second-hand car market is completely canceled, and the second-hand car market welcomes the spring of car consumption
On June 22, the State Council held an executive meeting, clarifying that "for small non-operating used cars, the move-in restrictions will be completely lifted from August 1, and the transfer registration will be separately endorsed and issued with temporary license plates from October 1."
Reducing the purchase tax of some passenger vehicles, subsidizing the purchase of new energy vehicles, etc., and deploying new energy vehicles to go to the countryside in 2022... In the past two months, a series of policies and measures to promote automobile consumption have been introduced one after another. Bring bursts of "warmth".
On June 22, the State Council held an executive meeting to focus on promoting automobile consumption, and continued to deploy a series of policy measures to stimulate the potential of the automobile market. It is predicted that automobile and related consumption will increase by about 200 billion yuan this year.
In the meeting, the statement that "for small non-operating used cars, the move-in restrictions will be completely lifted from August 1, and the transfer registration will be separately endorsed and issued with temporary license plates from October 1" has aroused many people's attention and discussion. .
Some practitioners said, "The spring of the used car market has really come."
Removal of restrictions on relocation stimulates market vitality
As we all know, due to the advantages in the condition, price and quantity of used cars in first- and second-tier cities, the circulation rule of the second-hand car industry is usually "circulation from high-tier cities to low-tier cities".
At the same time, the development and prosperity of the used car industry is closely related to the automobile circulation policy.
Previously, in order to protect the local auto market and prevent the price shock caused by the influx of second-hand cars from other places, some local governments adopted a policy of restricting relocation, and did not allow foreign second-hand cars that did not meet the relevant standards to be licensed.
"In this case, first- and second-tier cities are the gathering places for high-quality car sources. Previously, due to restrictions on relocation policies, the circulation of car sources to lower-tier cities was blocked, making it difficult to sell vehicles in first- and second-tier cities." Wilson analyst Xu Hong analysis said.
Xu Hong said that the second-hand car market in third-, fourth-, and fifth-tier cities will also lack high-quality car sources, resulting in a mismatch between supply and demand, which ultimately inhibits the release of car purchase demand in these low-tier cities.
In the opinion of many industry insiders, the relocation restriction policy has greatly restricted the cross-regional transaction of second-hand cars. The cross-regional circulation of second-hand cars is not smooth, showing the characteristics of regional circulation and mismatch of supply and demand, and has not formed a true national market. .
Today, as domestic auto consumption has changed from an incremental market to a stock market, car replacement and second-hand car sales have become new engines driving the increase in car consumption. The smooth circulation of second-hand cars will accelerate the release of car consumption demand.
“在这种背景下，限迁政策的取消，打通了二手车流通环节的堵点和卡点，将促进二手车异地交易的活跃，带动行业交易规模持续增长。随着下半年疫情好转，各地有序开展复工复产，消费信心恢复，被疫情短期抑制的购车需求将逐步释放。” 乘用车市场信息联席会秘书长崔东树对记者说。
统计数据显示，2021年国内二手车共交易1758.51万辆，同比增长22.62%。受益于政策红利，今年预计仍将保持20%以上增幅。
显然，二手车流通环节松绑，将加速车辆售卖效率。在置换过程中，新能源车渗透率也将会随之提升。除了国家在补贴、上牌政策等方面的引导，通过二手车流通环节的疏导，畅通车辆流通，将在根源上推动中国新能源汽车发展。
“随着限迁政策的取消，新能源车渗透率将会随之提升，助力中国汽车产业弯道超车，改变世界汽车产业发展格局。”崔东树直言，二手车流通顺畅，新车置换增多，将促进中国的汽车大流通，拉动新车、二手车销量提升，让中国成为世界最大的汽车流通市场。
而关于二手车“转移登记实行单独签注、核发临时号牌”的政策，同样利好市场流通和买卖。
“国内二手车交易一直以资产产权过户方式进行，车辆并非商品属性，二手车在收、售环节需多次过户，并缴纳税费，增加了流通成本。受限于此，二手车经销企业在经营中还需买、租机动车指标，被动地增加了经营、人工成本，也增加了车辆交易的成本。”瓜子二手车联合创始人、SVP王晓宇分析说。
在王晓宇眼中，新政实施后，二手车经销企业在收购车辆后，无需过户，相关部门对车辆单独标注、核发临时号牌后，车辆将直接进入市场流通。
王晓宇为记者算了一笔账：“按照行业惯例，车辆过户一次会产生约2%的车价折损。过户次数的减少将缩短二手车交易周期，对二手车价格保值起到稳定促进作用，加速二手车在全国范围的流通。”
此外，新政也将解决部分限牌城市由于牌照指标有限造成的二手车流通卡阻问题。二手车流通环节的畅通，将加快二手车的售出，有利于新车置换的提速，加速汽车消费潜力的释放。
二手车行业迎来发展变革新机遇
In fact, the cancellation of the relocation restriction policy is the basis for realizing the nationwide circulation of second-hand cars, and it is also an essential and important condition for the online process of second-hand car transactions. It will stimulate second-hand car companies to accelerate reform and explore new development models.
Wang Xiaoyu said: "With the removal of the relocation restriction policy, we will play the role of the e-commerce platform as an industrial infrastructure to help the settled car dealers realize nationwide sales, accelerate the evolution of the domestic used car industry to an online and digital model, and change the used car industry. The traditional model where cars can only be traded offline.”
Wang Xiaoyu introduced that at present, more than 10,000 car dealers have settled in Guazi used cars.
Guazi provides car dealers with transaction and service support such as traffic, big data, testing, quality assurance, DSN membership, 7-day no-reason return, logistics, car dealer loans, and auction collection.
Statistics show that the entry of high-quality car dealers across the country has allowed the platform to sell more than 70,000 cars, and the amount of cars is about 8 times that of the large traditional offline used car market.
It is worth noting that, while enriching the choices of consumers, car dealerships also allow them to directly face the national customer source online and expand their marketing channels.
The reporter learned that at present, domestic car dealers are mainly small and medium-sized enterprises, lacking the ability of off-site transactions, logistics, delivery, and after-sales, and they are powerless for cross-regional circulation across the country.
Guazi’s second-hand car business covers more than 200 mainstream cities across the country. It will use the network advantages and industrial infrastructure of the national platform to help car dealers realize cross-regional circulation and better sink to low-tier cities, so that sales are no longer limited to local, matching Efficiency is greatly improved.
"Taking Jiangsu as an example, by connecting to Guazi, Jiangsu car dealers sell high-quality used cars to more than 170 cities across the country. In addition to Nanjing, Wuxi, Suzhou, Ma'anshan, Huaibei and other provinces and surrounding cities, they also sell to Beijing and Xi'an. , Chengdu, Guilin, Harbin and other cities across the country." Wang Xiaoyu said.
It is not difficult to see that the convenience of buying cars in different places will promote the activity of foreign transactions and drive the continuous growth of the scale of second-hand car transactions.
The data shows that the proportion of off-site vehicle source circulation on the Guazi platform has increased from 35% to 80%.
Beginning on June 1, Hebei, Jiangsu, Tianjin, Zhejiang, Guangdong and other places have successively implemented the policy of canceling the relocation restrictions for second-hand cars in the National Fifth.
Users in these cities will expand the range of available car sources for used cars by about 6 times, and the expansion of the range of car purchase options will continue to boost sales and listings in the future.
"We will also give full play to the platform advantages of the e-commerce network covering the whole country, actively help the implementation of the temporary license plate policy, assist the platform car dealers to improve the time limit of transfer, improve the user's car buying experience, and make online trading of used cars more convenient and efficient, and more consumption. Consumers are willing to buy cost-effective second-hand cars online to better promote the national circulation of second-hand cars." Wang Xiaoyu said.
There is no doubt that the automobile is a pillar industry of the national economy and an important starting point for promoting consumption.
The State Council executive meeting will accelerate the effective implementation of relevant policies and drive further growth in automobile consumption.
Chen Shihua, deputy secretary-general of the China Association of Automobile Manufacturers, said that at present, the flow of production personnel, logistics and transportation, and supplier supply of automobile enterprises across the country have improved, the automobile supply chain and industrial chain have gradually become smooth, and the pace of resumption of work and production has been significantly accelerated.
"With the gradual development of a number of consumption promotion policies, it is expected that the automobile production and sales situation will continue to improve in June." Chen Shihua said.
China Youth Daily, China Youth Daily reporter Zhang Zhenqi Source: China Youth Daily