The top ten domestic smart car market is inevitable

Looking back at China's auto market in 2016, China's auto production and sales have stood at 28 million highs, which is a high-profile auto market; the independent brands have comprehensively counter-attacked, and the joint venture brand has become overwhelmed; BYD's new energy vehicles have sprung up, producing and selling the world's first... Looking at 2017, the release of a similar purchase tax halving policy has been completed. Coupled with the sharp increase in traffic and environmental pressures in cities across the country, the policy has begun to shift to non-traditional internal combustion engines. This year, China's auto industry and market will only become more and more difficult, but the test will be the strength and wisdom of car companies.

According to forecasts made by many institutions, the growth rate of the auto market in 2017 will be between 2% and 6.5%, but it is almost certain that passenger car sales will continue to grow and the private car purchase market will further expand. According to the latest sales data released by the China Automobile Association, the production and sales of automobiles from January to November were 25.027 million units and 24.548 million units respectively. The annual sales volume of automobiles is expected to reach 28 million units. Among them, the sales volume of passenger cars in January-November reached 21.68 million, and the sales of narrow-seat passenger cars increased by more than 18% year-on-year, higher than the growth of the overall automobile market (passenger cars + commercial vehicles). It is generally believed that the main demand for supporting private car purchases is the continuous advancement of China's urbanization process, which may bring another development opportunity for self-owned brand cars in 2017.

Never think that you can build a car with capital alone. In 2016, in the hottest year of Internet car construction, some problems of Internet-built cars began to be exposed. Apple and LeTV cars are examples. "To do a good job in Internet cars, we must first do a good job in cars." This is a popular word in the Internet industry in 2016, and it has also been recognized by Internet big coffee. Automobiles represent the true level of industrial manufacturing in a country. China has long lagged behind Europe and the United States. After more than 30 years of development, it has only today's situation. The so-called "curve overtaking" is almost non-existent. It is not impossible for Internet companies to do a good job in a car, not only to have a good automotive industry foundation, but also to have positive innovation. Of course, in this wave of Internet-made cars, some Internet companies have realized that it is not easy to build a car, there are no shortcuts, and they are completing the development of vehicles, building factories and improving the supply chain system. In 2017, the Internet car entered the “deep water zone”, and only the enterprises that worked hard to enter the next “window” of the Internet car.

At the end of last year, the State Council clearly stated that in principle, traditional fuel vehicle manufacturers will no longer be approved in the future. This means that in the future, car companies will increase their existing production capacity and only engage in mergers and acquisitions between car companies. This shows from another level that the restructuring of domestic central enterprises is inevitable and will be supported by policies. The "Guiding Opinions on Promoting the Structural Adjustment and Restructuring of Central Enterprises" issued by the General Office of the State Council (hereinafter referred to as the "Opinions") clarifies the top-level road map for the restructuring and restructuring of central enterprises. The "Opinions" pointed out that under the guidance of the national industrial policy and industry development plan, support the central enterprises to transfer resources to the dominant enterprises and the main enterprises through asset restructuring, equity cooperation, asset replacement, free transfer, strategic alliance, joint development and other means. Industry enterprises are concentrated. In 2017, the sign of merger and reorganization among enterprises will surely appear.

Looking at the global auto market, the Chinese auto market is unique in terms of both increments and product innovations. This has also attracted the transfer of vehicle manufacturers, spare parts supply chain systems and auto service trade to the Chinese market, the next stage for Chinese autos. The foundation for the development. In 2017, in the world's largest auto market, there will still be car companies to announce domestic plans, even if the brand car companies have not considered domestic plans for many years, after all, the Chinese car market has become the world's largest piece of cake.

The forecast for the second year of the year-end model at the end of each year often represents the activity of the car market that year. From the perspective of new car products planning in 2017, the new products have changed from quantity to “fine”. Regardless of whether it is a first-line brand or a second-line brand, there is a high hope for the improvement of the quality of vehicles, especially the new replacement models will become the focus. Those small changes that are not painful and innocent may become another "cannon fodder" in the auto market. The new cars worthy of attention in 2017 are: a new generation of Tiguan, a new generation of long-wheelbase BMW 5 Series, a new generation of Audi Q5, Audi A6 Le-tron, a new generation of Toyota Camry, Beijing Hyundai New Elan.

According to estimates, the sales of pure electric vehicles in 2016 will reach 650,000, ranking first in the world. The annual sales volume of BYD and Beiqi New Energy vehicles in China's electric vehicle enterprises has exceeded 50,000, and the scale effect of the car will begin to appear, and the profits of related energy companies will double. In 2016, the Ministry of Industry and Information Technology issued and issued the Interim Measures for the Parallel Management of Enterprise Average Fuel Consumption and New Energy Vehicle Points (Draft for Comment), and it is proposed to tilt the new energy vehicle through the “Car Enterprise Integration” method in 2018 to make the development of electric vehicles again. Standing in a favorable position, building confidence in new energy vehicles.

In 2016, China's automobile production and sales touched 28 million units, while the used car trading volume was still around 10 million units. Looking at the global automotive market, most countries' car market has surpassed new car sales in the car market. Like the North American market, it is more than 2.5 times. China's used car trading is seriously lagging behind the car market. In recent years, the entry of e-commerce platforms such as melon seeds, car, car and car, has accumulated rich experience for the second-hand car innovation model, and also let this traditional industry see a glimmer of life. At the moment, the second-hand car business under the Internet has already established a complete ecological chain, and is making every effort to optimize the used car trading model. It is expected that a new development model will emerge in China's used car market next year to stimulate the potential vitality of the used car market.

Auto finance has always been considered to be the most powerful weapon to drive car sales. The development of the auto market in various countries also confirms this statement, but in the Chinese auto market, the penetration rate of auto finance is still 15%-18%, lower than that of European and American countries. About 70% of auto finance penetration. Today, the Chinese auto market has entered a period of micro-growth, and single-digit growth has made auto finance an important strategy for marketing, especially in the current strong momentum of O2O business development. In 2017, no matter whether it is a new car or a used car market, at the marketing level, no one will despise the promotion of automobile finance to sales. Auto finance will become the last lifeline of the auto market, and it will inevitably lead to a sharp rise in auto finance profits.

The development experience of national automobile market shows that luxury car as an important category, its share in mature market will be almost 20%, and the Chinese auto market is no exception. In 2017, China's luxury car market share will once again expand, and competition among brands will once again intensify. In the new round of competition for luxury brands in 2017, only those luxury brands that capture the trend of younger consumers will gain market recognition and continue to grow in the Chinese auto market. Otherwise, even the “powerful” for many years will eventually be Pull down the horse.

In the first quarter, the “light” of the auto market will continue. After the Spring Festival every year, it generally means the coming of the off-season of the auto market. Last year, with the impact of the tax policy on passenger cars of 1.6 liters and below, the car market is expected to usher in a regular season after the Spring Festival. Low season. Some industry insiders believe that from the passenger car sales in November, the chain growth will reach 10%, so the car market will have a “pre-holiday overdraft effect” in early 2017, and it is recommended that car companies do a good job in marketing work in the first quarter of next year. .