·This half year is not the annual domestic passenger car market inventory
The world is impermanent, and sometimes we guess the beginning but we can't guess the ending. Just like the unpredictable, ups and downs of the domestic passenger car market in the first half of 2015.
In this unusual half year, the domestic passenger car market was downgraded. When the whole industry has accepted the fact that the market has gradually bid farewell to the explosive growth and officially entered the micro-growth and the new normal, it seems that it has not fully prepared for the face of a more cruel reality - the production and sales are both down, and the chain is down. In the past six months, domestic passenger car production and sales have seen a rare decline in the past six and a half years, from high-speed growth to micro-growth to decline, the speed of the alarm will inevitably make car companies and dealers caught off guard. In the past six months, despite responding to the slowdown or even decline in market growth, the car companies have taken unprecedented large-scale official landings, but the actual effect is not obvious. Six months later, the China Association of Automobile Manufacturers cut the growth rate of auto production and sales this year from 7% at the beginning of the year to 3%.
In this unusual half year, the god car went down the altar and the black horse went against the tide. This is an era of change where everything is possible. In the first half of 2015, there were too many accidents in the domestic passenger rims. FAW-Volkswagen, which is known as the "selling car concentration camp", lost 11% year-on-year in the first half of the year. FAW-Volkswagen, who has been swaying and leading the domestic passenger car market, has also gone down the altar in this unusual half year. It is a "sagitar break" event, or a lack of SUV and MPV product layout. The fact that the car has gone down the altar can only show that the world is changing too fast. On the contrary, some brands that were once regarded as unknowns have achieved contradictory arrogance in this unusual half year, and staged a classic bridge of heroes in troubled times. The most representative is Changan Mazda. As of June this year, Changan Mazda's monthly sales have been growing for 22 consecutive months. In the first half of the year, the cumulative sales volume was nearly 72,000 units, an increase of nearly 70% year-on-year. Black horse.
In this unusual half year, the SUV dominated the competition, and the independent brand took the opportunity to counterattack. Although the sales of the SUV alone are still difficult to hide the slowdown or even decline in the overall growth rate of the passenger vehicle market, the boom in the SUV market segment has undoubtedly become the pillar of the first half of the year to support the entire passenger vehicle market. The SUV market is super strong. The activity is also a rare and bright spot for the passenger rim of the word drop. The data shows that the production and sales of SUVs in the first half of the year increased by 47.55% and 45.94% respectively, and the golden rule of "the SUV has the world" has been confirmed by more and more car companies. In the contrarian trend, the self-owned brand that has been flourishing in the past has also caught up with the SUV express train. In the first half of the SUV monthly sales ranking, the appearance rate of the self-owned brand is getting higher and higher. In the top ten domestic SUV models sold in individual months, the independent brand Up to 8 seats, the market share of the main brand SUV increased to 53.3% in half a year. However, the SUV market segment, which has been flooded by various growths, must also be calmly seen. The joint venture brand is paying close attention to the layout of the SUV market. The products of independent brands are still gathering at the entry level and low-end level, and the homogenization of products is gradually becoming more and more. serious. Faced with the trend of joint venture brands, how do independent brands maintain the competitive advantage of the SUV segment? An unusually hot SUV, is it an antidote to the market or an anesthetic? Are car companies caught in the SUV dependency cycle? After the rapid growth, will the SUV market repeat the car market? Many questions are placed in front of you.
In this unusual half year, imported cars are no longer a fragrant scent, and domestic auto exports are blocked. In the first five months of this year, the sales volume of imported cars fell by more than 20% year-on-year. Some traditional best-selling brands have disappeared. The second-line imported brands are unprecedentedly active. While bringing competition to the imported car market, they are also challenging and changing. The traditional competitive landscape. In terms of exports, in the first five months of this year, domestic vehicle exports fell by more than 9% year-on-year, but the export value did not fall back. This sign shows that the gold content of China's vehicle exports is also gradually increasing.
In this unusual half year, the pressure on the terminal market is not just inventory, but a new round of subversion and shock brought by "Internet +". The dealer inventory warning index exceeded the warning line. It has not been a new thing in the past six months. The slowdown or even decline in the market growth rate has directly led to an increase in dealer inventory, whether it is to refuse to pick up the car or the manufacturer to implement the official drop and subsidies. Policies seem to be difficult to ease the pressure on the end market. In addition to dealing with inventory pressure, the O2O home maintenance service platform has sprung up and is breaking the traditional advantage of the 4S shop service model. This car company and dealers are also beginning to brew the transformation, reform and innovation under the "Internet +" trend.
In this unusual half year, the old competition pattern is breaking and the new competition model is reshaping. When China Manufacturing 2025 officially landed in this half year, the transformation and transformation of the automobile industry from traditional manufacturing to intelligent manufacturing is imminent. This is a process of transformation that requires perseverance and courage. In the first half of 2015, the metamorphosis of the automotive industry will continue to work hard and seek breakthroughs in continuous innovation. In such a key node, the "China Auto News" passenger car special issue will sort out the characteristics, focus and hotspots of the domestic passenger vehicle field in the first half of 2015, and analyze and predict the trend in the second half of the year.
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