The Current Situation and Future Prospect of Passenger Vehicle Market in June

The June Passenger Car Market Review In May-May, panic buying and public servants restricted to buying cities could not use buses. The self-purchasing vehicles grew rapidly. In June, the two increments entered a plateau, which is also the second-quarter narrow passenger car market. The additional increase, which is sufficient to increase the narrower-than-expected passenger car forecast at the beginning of the year from 13% to 14%, because the cumulative terminal sales increase in the first half of the year reached 15.2%. As the real estate market has weakened, to ensure the completion of the country's GDP target this year, no policy adverse to the auto market will be introduced before December, so we are slightly optimistic that there will be no mistake. In addition, the World Cup and Dragon Boat Festival in June have a negative impact on sales, but manufacturers have increased the wholesale sales volume for half year performance, making distributors stocks significantly exceed the warning line, reflecting the poorer operating ethics of vehicle manufacturers than the estimated . However, the overall market in June was within the expected range, and the market also returned to the normal fluctuation range. However, the unsatisfactory period in the first half of the year is that wholesale sales only increased by 14.8%, mainly due to the negative growth in exports. This shows that the domestic-funded enterprises are in a difficult position. Among the four BRIC countries, only China does not protect domestic-funded automobile companies!

In July, the market estimated that July was one of the troughs of the year's market fluctuations. It was also a big month. There were 8 days of weekends and no holidays. Therefore, there were 23 working days. This is the most working month of the year, the same as the working days of the year. , 3 days more than the working day. In July and the beginning of the third quarter, manufacturers have little storage and promotion efforts; the weather is the hottest period, and buying a car is a very difficult task; children are on holiday, and parents have no time to care about buying a car; plus half-a-year bonuses for employees. Less is also a low point for manufacturers to place ads; sales will therefore be unsatisfactory, and manufacturers will also take the opportunity to place high-temperature fakes; all this will determine the market trend in July. However, the year-on-year increase will still be about 15%.

About the new auto industry policy <br> <br> Because there is a minimum of 20 questions the automotive industry, so to develop a new industrial policy (hereinafter referred to as the New Deal). 1. In recent years, the political style and civil status have improved; the trend of automotive companies has been declining; 2. The haze has become more and more serious; 3. China has the world's largest energy consumption and has great energy-saving pressure; 4. China is a big automobile country, but it is not a strong automobile country. 5. The contradiction between the national government's decentralization and the healthy development of the industry; 6. The market share of the domestic-funded vehicle market has dropped continuously for four years; 7. When the foreign-capital shares have changed; 8. How to establish a technological innovation system for the Chinese automobile industry; Open to the outside world, how do not cause new scattered scattered; 10, China's auto internationalization strategy is blank; 11, the development of new energy auto market is lower than the plan; 12, how the state-owned enterprise mechanism of the auto industry reform;13, investment project management , how to reform enterprise and product access management; 14, how to balance the development of traffic jams and automotive industry; 15, the vertical monopoly of cars increasingly severe; 16, the next step how the auto industry uses foreign capital; 17, the domestic market share of parts and components companies The rate of decline continued for more than a decade; 18, the policy environment of domestic-funded enterprises is poor; 19, how the automobile industry accelerates the merger and reorganization; 20, the energy-saving of commercial vehicles, agricultural vehicles and motorcycles Emission reduction is a long-standing disaster.

The New Deal is to realize the dream of building a strong automobile country and improve the automotive industry environment. It is a prerequisite for strengthening the product R&D and technology innovation of the automobile. It is a solution to the difficult problems that the first two industrial policies have to solve but have not been resolved, and it must also strengthen safety and security. The supervision of mandatory standards such as energy conservation and emission reduction will weaken or eliminate the vertical monopoly of automobiles and accelerate the development of the automotive aftermarket. In line with the major goals of national reform, the implementation steps of the automobile industry will be determined; these are the basis for the healthy development of the industry. Industrial policy is the "constitution" of the auto industry. Since it is the "constitution" that mainly includes some principles and viewpoints, it also has to consolidate the powers of examination and approval, filing, and supervision of the subordinate ministries and commissions of the State Council. What the company does in concrete terms will not be very specific. It will be necessary to find other policies or other new policies in order to have an answer. However, industrial policies are very important for mid-to-long-term planning of enterprises. It indicates all aspects of the Chinese automobile industry in the next decade. The direction of development, so every time after the introduction of industrial policies, companies will seriously study. However, the key point is whether by 2020, whether the market share of domestic-funded vehicles and parts can be restored to the level of 2010. The pillar industries are dominated by the power of the big powers, that is, the reform fails, and threaten the national economic and political security!

Reconsidering the ratio of joint ventures

The term "general manufacturing industry" was invented at the Third Plenary Session of the 18th CPC Central Committee. The auto industry was also included. Although Miao Jun, Minister of the Ministry of Industry and Information Technology, said on the 4th of March in the forum of the representatives of the automotive industry two sessions that: "opening the car joint venture stocks will be released later." If the pressure from the top leadership is high, it may also be limited. In order to discourage the collective breach of contract by foreign parties and cause turmoil in the auto industry, the New Deal may stipulate that the equity ratio of the joint venture that expires after the contract expires. Before 2012, many foreign joint ventures were afraid of a change in the New Deal, extended the contract period in advance, and had few joint-venture contracts due before 2020, ensuring a smooth transition and increasing openness. However, the government’s liberalization does not mean that the Chinese shareholders agree to reduce the share ratio. Therefore, the foreign shareholding is not an easy task. The higher the expectation is, the greater the disappointment is. The time for a complete release is estimated to be the sharp rise in the market share of domestic-funded enterprises. It is said that the state must also engage in a buyout fund to ensure the country’s economic security. At that time, the stock exchange ratio will be fully liberalized, and it will not become foreign-controlled.

Breaking down the benefits of accessories monopoly on the automotive aftermarket and the national economy 2

The monopoly of accessories has made the competition between 4S stores and auto repair shops in an unfair state. There is no sufficient competition at all. China’s car ownership has increased tenfold in 14 years. Large and medium-sized auto repair factories are shrinking. China’s auto repair chain stores have not developed yet, and used cars purchased by 4S shops and used car companies cannot be refitted. These problems can be seen in large scale. The auto parts supply center (abbreviated as the center) was solved after it was established, because the quality of parts purchased by various types of repair factories is guaranteed; the purchase price of parts will decline; there is a fast and free delivery to reduce the inventory of parts; there is a certification system It can eliminate counterfeit spare parts; there is a warranty period to greatly reduce the conflict between the repairer and the user; can easily buy accessories of various models, repair shop can repair all types of vehicles, expand sales; such 4S shop and repair shop Only when the competition is sufficient, China's auto repair shops and quick repair shops will develop rapidly. The acquired used cars will also be able to be renovated, which will increase employment and investment, create more GDP, and promote the integrity of the entire automotive market.

At present, automakers can earn 20-50% of their profits through the use of accessories, breaking the monopolistic monopoly can buy lower-priced original parts and high-quality accessories, and the 4S shop will inevitably lose more customers. In foreign 4S stores also have the advantage to maintain customers, is to use the remanufactured parts to the customer maintenance, it is to replace the parts after overhaul, according to the factory quality standards inspection qualified, with the original parts 40-70% price sold In the 4S shop, foreign large automobile companies have remanufacturing factories. The remanufacturing assembly of one model can reach 50-80 kinds. In China, each vehicle manufacturer does not engage in remanufacturing, because selling new parts is more profitable than remanufacturing. After breaking the monopoly of accessories, only a small increase in the prices of parts for auto parts manufacturers will lead to remanufacturing. This is in line with the national circular economy policy. The investment needed is as much as 100 billion yuan, and more than 100,000 people will be placed in employment. In short, breaking the monopoly of parts is to improve the policies and regulations, but it is not a reform, it is reform, it is to establish a modern auto parts circulation system, which is a large system project, relying on the market is too slow, the need for strong national support. The manufacturer's countermeasures will be broken down next month.