The car companies lie flat, Sentry rises to the occasion!

The car market winter we have said for many years, by the Shanghai epidemic, the domestic car market has entered the coldest season of the big cold. Raw materials soared, chip shortages, and the epidemic led to the suspension of work and production in many car companies. Passenger car sales fell 10.5 per cent year-on-year in March, and the April figures are undoubtedly even worse, according to data from the China Association of Automobile Manufacturers.


Being in the centre of the epidemic in Shanghai, Changchun host plant due to the epidemic requirements were forced to shut down production is really helpless, but many car companies have also been affected by the chip and Shanghai parts factory supply cuts need to stop work, so that the entire domestic car market greatly feel some due to the epidemic, "pull one hair and affect the whole body," the butterfly effect.


Manifestation: a wave of price increases affecting a wide range of


From the end of last year, due to the rise of raw materials, pure electric car enterprises have announced price increases, refused to incomplete statistics, announced price increases of new energy car companies up to more than 20, design models more than 40 models.


Among them, Tesla is undoubtedly one of the most sensitive car companies to the price of raw materials, which may be related to its strategy, before Musk said, Tesla's strategy is to give all the profits to consumers, hoping to exchange the volume for lower costs, and ultimately continue to reduce the price to benefit the user, in order to seize the market, after a few rounds of price adjustments, the Model 3 cancelled the front-wheel-drive version, and the price of the cheapest rear-wheel-drive version came to 279,900 yuan.

New forces in the ideal car, peng have announced a price increase at the end of March, even in March announced that will not increase the price of azure car are eating their words, in recent days also announced azure price increase of 10,000 yuan, in the face of the questioning, Li Bin can only be reluctant to "have no choice" to do the response.


Even the Hongguang MINIEV such as the once 30,000 level of small cars are followed by price increases, Wuling Nano series and Baojun KiWi EV series, price increases between 4,000 yuan and 8,000 yuan. This month, Hongguang MINIEV launched a GAMEBOY version, attracting male users at the same time, the configuration also increased.


Of course, not only pure electric models are affected by raw materials, Mercedes-Benz BMW has also announced price increases for some models, but according to our visits to dealerships, their price increases are not significant and are limited to most of the tightly-priced imported models.


Epidemic would have been a large area of suspension, but also met the overseas energy situation is urgent, automotive metal raw materials, chips and other prices remain high, these circumstances are destined to this year ever really water reversal.

Hidden mentality: positive response, do not lie flat swing


A few days ago, following a 10.5% year-on-year decline in narrow passenger cars in March, the passenger association expects the impact of the epidemic on the car market in April will be further deepened, in summary, narrow passenger car retail sales in April are expected to be 1.1 million units, down 31.9% year-on-year, a continuation of the previous downward trend.


And according to the current development of the epidemic, the cold winter of the auto industry is far from over. Shanghai, Jilin and Shenyang, as the centre of the epidemic, have gathered headline automakers such as SAIC, FAW-Volkswagen, FAW-Toyota and Tesla, accounting for 20% of the country's total car-making output. In particular, as the two most important car companies in Shanghai, SAIC as well as Tesla were both affected by the very serious epidemic shutdown, and both SAIC and Tesla have now resumed closed-loop production on 19 April.


Ideal, Azera and other car companies also said that due to the epidemic factory capacity has been affected by the very eyes, Azera ET7 delivery date has been delayed again and again, while Ideal said that it is actively restoring production capacity, new car delivery delays will be controlled within three weeks, but also to give users an explanation. At the same time, Ideal's founder Li Want also expressed concern about the survival of Tier 5, Tier 4, and Tier 3 parts suppliers who never had to be managed or worried about in the past during the outbreak. He said that he would assist the second-tier suppliers to help them.


For example, a few days ago, there was news that Guangzhou Honda, Guangzhou Toyota, Dongfeng Nissan and other OEMs had suspended, semi-suspended or reduced production on some production lines due to parts supply problems. We have found complaints from consumers on several complaint platforms about delayed deliveries by brands, including popular carmakers such as Nezha and BYD, and most of these consumers want manufacturers to make deliveries as soon as possible rather than return the products.


The shrinking production capacity is also quickly projected to the end market. In our visits to dealerships, we found that the current car market is obviously cold, mainly due to the general lack of inventory in dealerships, the terminal does not have concessions, and the new energy market's general price increases have also made consumers believe that this is not a good time to buy a car.


It is worth mentioning that Doka dealerships told us that at present, because of production capacity and price and other reasons, the market is not popular, but the buyer demand is still there, so they believe that for dealerships, the focus of the moment and even the next few months is to collect customer sentiment, wait until the social surface of the city of Shanghai, Jili and other cities to clear, as well as the stability of the international situation, coupled with the arrival of the traditional peak season of the Golden Nine and Silver Ten, the need to be sure that the time will be Concentrated release.