“necessary explanation:
at the beginning of the epidemic on the automobile market has had a huge impact on the middle and lower reaches every aspect of the car are subject to certain spread from car enterprises, to the dealer and then to consumers, their production rhythm during the epidemic, sales strategy, the car was produced psychological changes during the epidemic which initiatives they each have it? after the outbreak, how the automobile market trend then? this little wisdom on around a series of topics to carry out “the impact of the epidemic on the automobile market,” the series of special reports
Note: this topic will fluctuate by the epidemic car prices, car prices the fight against SARS action, terminal market survey, dealer service research, consumer person car voices, the impact of new energy epidemic, the epidemic automobile market anticipation and other sections were carried out. today, we’re going to explore the epidemic caused little impact on the new energy market, what are the opportunities and challenges they present.
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affected by the new energy car allowance back slope and the impact of the automobile market environment cold, the 2019 cumulative sales of new energy vehicles to 1.206 million, down 4 percentage year on year, also new Source car sales fell for the first time at the beginning of 2020, the outbreak of the epidemic for the automobile market brought greater impact on the automotive industry sales have fallen sharply slow progress enterprises due to return to work, spare parts supply and other issues led declines in output level…; the consumer side because stagnant consumer products, the market demand was seriously inhibited. according to dealers to return to work in China automobile dealers Association Qaeda Research Institute released as of early March, resumed car dealers overall efficiency of 36.61 percentage. While the return to work rate dealer stores 71 percentages, but the efficiency is only 24.9 percentage of sales, after-sales efficiency was 31.1 percentage.
new energy market sold only 14,000 in February, up 69.5 percentage decline year on year, 65.1 percentage decline; January-February total sales of 56,000, 61.4 percentage decrease year
traditional car prices, BYD pure electric passenger vehicles sold in February 2533, interpolated mixed passenger. February sales of only 206. specific models, BYD yuan EV series, in February this year, sales of only 497, representing a decline of 87.8 one hundredPoints ratio.
Beiqi new energy situation is not optimistic, Beiqi EU series in February sales was 979, compared with the same period last year sales of 2465 a drop of 60.3 percentage.
However, the Guangzhou Automobile New Energy sales grew, its February sales for 1619, an increase of 100 percentage. On February sales list new energy, new energy Aion S Guangzhou Automobile to 1433 results came in second place, behind the Tesla Model 3.
Although Tesla was resumed No. 10 February resume production, but production at its Shanghai plant in February of 3898, February Tesla common in Chinese market delivery 3958 new car.
aspects of the new forces repairer, Wei to car in February delivered a total of 707 new vehicles, down 12.8 percentage year on year, including 671 ES6 and 36 ES8. Weimaraner car in 2020 January-February total sales of only 1466, down 39.5 percentage. Also in February sales data Xiaopeng, Union and other new energy car prices are relatively low.
impact of the epidemic on the repairer of the new forces enterprises is very clear, in addition to facing sluggish sales situation, they have to solve cash flow problems, while ensuring labor payroll. Worthy of praise is the point, even though their situation is not optimistic, most of the repairer of the new forces are still active contributions and donate supplies together for this “Contagion” contribute their own strength.
It should be noted that this is the hardest hit by the epidemic concentrated in Hubei Province, and from 2019 the new energy passenger cars to pay high insurance Insurance Regulatory Commission data point of view, Hubei New Energy passenger car sales in China accounted for only 3.4 percentage, the smaller the country for new energy automotive end market size impact. While the new energy vehicle sales decreased, but compared to the overall auto market in terms of decline was slightly smaller, alternative to traditional fuel vehicles market trends of new energy vehicles still exists. “The new energy automotive industry development plan (2021-2035 years)” proposed in 2025 the new energy automotive new car sales accounted for 25 percentage. So Ash believes full-year sales of new energy vehicles could definitely be reduced, but new car sales in the overall automobile marketState ratio is still expected to rise.
Many national car prices are delayed because of the impact of the epidemic resumption resumption of production time, which will clearly have a quarter of sales resulting in greater impact. For example, Tesla Shanghai plant was originally scheduled to start on January 31, but the actual start time is February 10. Tao Lin, vice president of global Tesla said: Tesla Model 3 originally planned to focus on delivery in the first quarter, but the impact of the epidemic, the original plan after the Spring Festival in February, the owners of delivery will be affected. Ideal car has also announced that some of the vehicles originally planned to be delivered in February and March will delay the delivery of expected delay time in less than a month.
Hubei as one of the four automobile production base, production of 2.24 million cars in 2019, accounting for 8.8 percentage of total capacity. The vehicle has a factory located in Hubei Dongfeng Honda, Dongfeng Peugeot Citroen Automobile, Dongfeng passenger cars, SAIC-GM and other dozens. However, Hubei Province, the new energy vehicle production accounted for 5.2 percentage nationwide, and mainly produces Dongfeng and Xinchufeng special vehicles and other new energy, new energy passenger cars for the limited impact the average consumer will buy.
On the other hand, Hubei province also has thousands of auto parts manufacturers, leading to the outbreak after the plant shutdown affected the global auto parts supply chain. To Bosch Group, for example, in January Bosch has warned the epidemic could affect its global supply chain and there is a risk of breakage. As for the new energy vehicles, its core components as the battery, but not the industry Wuhan pool, Ningde era, BYD and other new energy automotive batteries currently head of business in Wuhan metropolitan area and no capacity allocation.
On the whole, car prices factories and parts suppliers to delay the resumption of work time, it will directly affect a quarter auto production and sales. But relatively speaking, because fewer new energy vehicles accounted for Hubei involved in the automobile industry chain, so the outbreak for the new energy automotive industry chain is expected to cause only short-term effects and will not cause as many traditional car emergency replacement parts suppliers and other less serious consequences.
While the new energy vehicle sales fell year on year in 2019, but new car sales accountingThe percentage of 4.5 from 2018 edged up to 4.7 percentage increments of new energy vehicles is determined structural. But after the outbreak to affect all walks of life also indirectly led to the occurrence of changes in consumers desire to buy new energy vehicles.
Starting in 2017, our country had surpassed the US to become the world’s largest oil importer. The new crown sudden virus outbreak resulting in reduced travel more provinces residents, a large area of production downtime also led to sharp drop in demand for oil. Coupled with the spread of the epidemic in the wake of the global world economy generally fall into a slump, Saudi Arabia and other OPEC countries, oil prices broke out between Russia and World War II.
by the joint impact of international oil prices, currently 92 # gasoline prices have returned to a “5- era.” If the crude oil price further reduced, electric cars and fuel vehicles per kilometer of operating costs will further narrow the gap, although the cost of contrast, pure electric vehicles still have an advantage, but we take into account the cost and charge a matter of time, some consumers in the face new energy and fuel car might consider re-select.
In the current 92 # gasoline prices 5.51 yuan / liter, average fuel consumption of a fuel vehicles 8 liters / 100 km calculation, fuel vehicles traveling one kilometer takes about $ 0.44; new energy vehicles, power consumption of 15 kWh / 100km 0.65 yuan per kilowatt according to calculation, the new energy vehicles cost per kilometer traveled about 0.1 million. Year, per liter of 92 # gasoline priced at more than 7 million. So see if gasoline prices continue to decline, the low cost of new energy vehicles, the car advantage further reduced.
from the point of view car prices, fuel car oil costs decline, the traditional car manufacturing enterprises undoubtedly good, but will give itself into the high cost of new energy automotive industry to bring new pressure .
In addition, the new energy automotive industry is closely related to the charging post is regarded as the country attaches great importance to the new infrastructure industry. In 2014 the State Council for charging pile industry will have clear development goals: By 2020, the new charging station 12000; 2025, completed 36000. After several years of rapid development, 2019 years the number of domestic charging stations had reached 36,000, close to the 2025 target.
The charging station has now become an annual revenue of billions of new public service sector. However, in February this year, the worst hit country a large number of charging daily turnover of only two percent stake. As a heavy industry assets, operational risk is extremely high charging station. Under the epidemic, the charging station revenue has been hit hard, but the cost of paying market rent, maintenance personnel has not been reduced, so that the charge pile of cash flow businesses experienced a severe test, most of the plans to build charging pile was postponed. But we must not slow down the speed based on the construction of new energy vehicles autopilot, sharing travel infrastructure is mature, future charging station.
look at another angle: The author believes that the future of new energy markets will be more in how to reduce the “three-level” and other core components of the cost, enhance the development direction of travel efficiency and reduce production costs. Therefore, the new energy automotive industry, the impact of crude oil prices fell and infrastructure facilities will be just a single dimension.
from the past three years of monthly data, the subsidy policy adjustment is still the core factors affecting supply and demand of new energy vehicles. From June 26, 2019, state subsidies for new energy vehicles standards reduced by about 50 percentage, where the abolition of subsidies, the overall slope back by nearly 75 percentage. Since then 19 years in July, the new energy vehicle sales declined in six months.
The face of the epidemic, “Seeking Truth” magazine has mentioned summary: “to actively stabilize the traditional big-ticket purchases such as cars, to encourage the purchase of auto car number plate area appropriate to increase the quota to drive motor vehicles and related consumer products. ” From central to local government has issued a series of favorable policies and guidance and advice.
In order to further stimulate the new energy automobile consumption, February 19, Shenzhen Development and Reform Commission issued the “Shenzhen 2019– 2020 new energy vehicles promote the use of financial subsidies for the implementation details,” pointed out that within the scope of Shenzhen administrative regions registration legally registered and comply with the policy conditions of new energy vehicles, after obtaining national subsidies for car purchases, according to the requirements to apply for Shenzhen vehicle purchase subsidies. Financial subsidy standards according to the three casescarried out.
announced that Guangzhou from 2020 to the end of March 12, individual consumers to buy new energy vehicles 10,000 yuan per vehicle comprehensive subsidies. In response to this policy, the Guangzhou Automobile Guangzhou Automobile new energy purchase new energy Aion S is on this basis to Guangzhou owners then subsidize 10,000 yuan.
BAIC New Energy has recently announced in Guangzhou also enjoy an additional $ 20,000 subsidy. A new round of small passenger cars in Beijing issuing index, nearly 60,000 new energy indicators all issued Xiaopeng, BYD new energy vehicles and other major brands have launched a corresponding car policy.
February 10, the Ministry issued “decision (draft)” “on revising the” new energy automobile manufacturing companies and product access management rules. The main content as follows: 1. Delete “design and development capability,” the core content, adjusted to “technical support capability” requirements; 2, cancel has been made in the new energy automobile manufacturers to re-examine the provisions, products of special inspection requirements, the need to meet the same management requirements specified; 3, synchronization delete, modify and update the modification with more than two parts corresponding to the content. From the “design and development capability” to adjust “technical support capacity”, for the new energy auto companies significantly reduce the industry access standards.
In addition, can not be ignored is that the Ministry had set the car on the proportion of new energy passenger car business integration must reach 12 percentage in 2020, which some sense, the major car firms is Forced to speed up the development of new energy passenger cars and delivery speed. So, the current policy guidance for both the consumer side or the car companies, the ultimate goal is to promote the development of new energy vehicles.
pneumonia epidemic novel coronavirus infection to this considerable pressure on the new energy vehicle market coupled with a layer of haze. New energy vehicle market in 2020 under the impact of the epidemic and what opportunities and challenges will it?
car prices, through new car delivery, policy guidance, marketing and after-sales service model innovation and other multi-dimensional impact on the positive response to the outbreak of new energy markets.
Release year BYD Han Han DM and the EV, the car equipped with a “Blade Battery”, the volume energy density than a conventional lithium iron battery 50 to enhance the percentage of cost reduction percentage 20 – 30 percentage. In the same size and weight, longer battery can provide the blade mileage. From this perspective, BYD to show the market competitiveness through new technologies.
sector policy front, we have mentioned the promotion of new energy Guangzhou Automobile sales increased by “local government to rescue the market price + marketing” model. This year its flagship model Aion S eye-catching performance, sales of 1433 units, the new energy sector in February this year after Tesla Model 3.
February 25, Wei to car announced the signing of a framework agreement Wei to China headquarters in Hefei and Hefei municipal government, and officially launched the smart electric coupe SUV EC6 production projects. This can be seen from, Wei to not only ease the financial pressure, new car production is also carried out smoothly, it is worth mentioning that in 2019 Wei to new car deliveries topped the list of new forces in the repairer.
February 20, Weimaraner car in the form of online conference to formally announce the Weimaraner has been direct purchase “on line” . Weimaraner side said, the user can as low as half the price of 99,900 yuan has EX6 Plus 400 Weimaraner enjoy light version of the model. After the monthly payment can lease the battery and other charges. Two years Houwei Ma to buy back 40% off the price of the car or the user can buy the battery at a lower price, to achieve sublease for the acquisition.
Xiaopeng announced the G3 online car buyers, service delivery: from place an order, signed electronic contracts, financial services apply to all online delivery process, visualization, users can apply in real time, view and track business progress. Xiaopeng car APP on-line “delivery trip” function, you can instantly see auto sales the whole process, realize the whole process transparent. Car process, users can interact directly with the APP Xiaopeng automotive product manager, acquired the authority of accurate information feedback, from zeroGive away product recommendations.
a lot of new energy automobile enterprises in addition to its own outside car buyers look APP, also opened a Lynx, Jingdong, Suning platform provides online car service, also supports dealers use vibrato, deft and other software live said car marketing model. As of March 8, Weimaraner attracted a total of over 70 million people “cloud look at cars,” the highest single-game viewing trips exceeded 20,000.
In addition, these car prices also for the dealers also introduced a number of measures to reduce the line under pressure.
Rebels give car dealers, including online delivery, policy support and funding of a number of marketing and sales at the line, such as digital set up showrooms and online marketing platform, and enabling auto power line set-off , giving the city the focus epidemic partner sales teams who work subsidies.
Guangzhou Automobile New Energy and cooperative financial institutions consultations, joint financial machine set up a special window docking dealers and customers, dealers and customers for the problems faced by the financial sector to give special guidance and give dealer inventory extension of repayment and other financing and customer care support.
BYD dealers in February can be self-paced planning raise car sales according to the situation. At the same time will be canceled in the first quarter 1– assessment part of the project in February, and the transport and logistics resources to give some subsidies.
Song Tesla steel manufacturing plant director Shanghai revealed localized parts made Model3 end 2019 is 30 percentage to 70 percentage in the years 2020 end of the year to achieve 100 percent localization rate. 100 percent localization rate, which means that the domestic parts supply chain had met a good opportunity. We next crowd “Circle of Friends” under Tesla.
As part of the new energy giant had Ti Ningde era. 2019 battery shipments of the top ten enterprises in China 5, Japan 2, South Korea 3. Ningde Times third consecutive year to win the world championship battery shipments.
in the first quarter due to the impact of the epidemic, many car companies have delayed the introduction of new vehicle speed, such as scheduled on the market in February Rebels U postponedTo listed March 21, modern electric Festa also postpone the listing.
According to leaked information, in 2020 a lot of heavy new energy vehicles will be listed in the second quarter and beyond, such as BYD Chinese EV / DM will debut in April, listed the end of June; Wei will be EC6 years in the listing; Tesla Model Y will be delivered in the first half; Xiaopeng P7 will be available in April; ID Volkswagen’s first production model family in China has shown signs of ID will be listed at the end, and so on… I believe these fresh blood injected new energy market after the second quarter will be somewhat warmer.
2020 oil giants put efforts into new energy markets, which gives the repairer new forces also brought no small challenge. Among them, the BMW 2020 electric iX3 will be put into operation in Shenyang, China, in 2023 will be required to provide the market with 25 models of electric vehicles. Toyota and China FAW about to invest $ 1.2 billion plant in Tianjin, the annual production capacity of 200,000 electric vehicles in 2020 will launch C-HR EV market in China, Yi Ze EV, three Lexus UX EV pure electric vehicle.
VW established in Europe a battery capacity of 16 gigawatt factory when, will begin construction in 2020. March 17 afternoon, the Volkswagen Group held the 2020 annual online media communication. Dr. Meredith Chairman of the Board of Management of Volkswagen Group, said: affected by the epidemic, the Volkswagen Group completed in 2020 sales and revenues are expected to face greater challenges. However, he stressed that the epidemic will not affect the Volkswagen Group to promote electrification strategy. Volkswagen electric sub-brand ID.’S first electric car ID.3 hatchback will be available this year, the first electric SUV ID.4 will produce in 2022.
a quarter of the calendar year period is low-lying automobile sales; the current situation, the epidemic in the 3 – will be gradually brought under control in April, had accumulated consumption potential will be released; new energy vehicles and the Ministry of the new car market from the past two months, this year’s new energy “fresh blood” is not small, but also no shortage of potential stock; moreover, by the impact of the epidemic, more and more people will recognize that the security of private car travel, and perhaps will further stimulate consumption; most importantly,I believe the policies to be introduced to new energy markets to support.