"Lack of Components" highlights the comprehensive pressure resistance and becomes the strategic focus of auto enterprises in
"Lack of Components" highlights the comprehensive pressure resistance and becomes the strategic focus of auto enterprises in the future
The problem of "lack of core" highlights the comprehensive pressure resistance and becomes the strategic focus of auto enterprises in the future
Car home
According to the latest production and sales data released by the passenger Federation, in July, the output of the national automobile market reached 1.529 million, a year-on-year decrease of 9.5%, and the number of batch sales reached 1.507 million, a year-on-year decrease of 8.2%. The number of retail sales reached 1.5 million, a year-on-year decrease of 6.2%. The three indicators of wholesale sales, retail sales and output all declined, and the decline of wholesale sales data was 2 percentage points higher than that of retail sales.
So how to interpret the different proportion of decline between wholesale and retail? In fact, the contradictory situation at both ends of wholesale and retail shows that the problem of chip shortage will continue to exist in the automotive market, and for auto enterprises subject to chip problems, improving their comprehensive pressure resistance as soon as possible has become a top priority.
The shortage of chips is becoming more and more serious, and the reference significance of batch sales is reduced
According to the batch sales figures released by the passenger Federation, the batch sales of North and South Volkswagen decreased by more than 40% in July. Among them, FAW Volkswagen sold 100000, a year-on-year decrease of 40.9%, and SAIC Volkswagen sold 70000, a year-on-year decrease of 47.8%. In terms of retail figures, North and South Volkswagen still ranked the top two with sales of 112000 and 110000. Is there any reference value for batch sales?
To answer this question, we must first understand the difference between wholesale and retail. An industry analyst said: "the batch sales volume is the volume sold by the manufacturer to the dealers based on the dealers' estimation; Retail sales volume is the quantity actually delivered by dealers to consumers. It can be seen that the batch sales volume is often directly related to the manufacturer's output. After all, if the production does not come out, it cannot be sold to dealers in advance, and the retail sales volume often reflects the response of the market terminal. "
Another set of data can just reflect the problem. Another set of figures in the production and marketing Express show that the output of SAIC Volkswagen in July was 72000 due to the impact of chip shortage. Unable to build a car, the sales volume of natural batch sales fell.
Not only the north and South Volkswagen, but also the wholesale sales of many auto giants showed a sharp decline year-on-year according to the data of the passenger Federation in July. For example, SAIC GM sold 90000 in July, a year-on-year decrease of 20.2%, and Dongfeng Nissan sold 87000, a year-on-year decrease of 13.5%. Because of this, some media began to make a big fuss with batch sales data. In fact, this practice is unnecessary. Restricted by the shortage of chips, the reference value of batch sales is becoming lower.
According to the data of the ride Federation, the top retail data are still FAW Volkswagen, SAIC Volkswagen, SAIC GM and other enterprises, that is to say, the terminal sales of the giants of the above-mentioned automobile enterprises are still in a relatively stable state.
What the above analysts said is true. Previously, SAIC Volkswagen publicly said that its current capacity utilization rate is only 40% - 50%, and the main factor limiting its capacity is the shortage of chips. In addition to SAIC Volkswagen, FAW Volkswagen, SAIC GM and Dongfeng Nissan have also made similar comments.
"Apart from that, COVID-19's effective control factors resulted in a retaliatory growth trend in car market in 6 and July last year, which also made this year's decline in sales data more obvious." The above analyst added, "in short, the batch sales data of the passenger Federation to a large extent represent the production capacity of auto enterprises, and retail sales often reflect the response of market terminals. In other words, the number of retail sales reflects the current development trend of auto enterprises to a certain extent. "
Sales volume fluctuation becomes normal and improving pressure resistance becomes the strategic focus of Auto Enterprises
As the above analysts said, due to the shortage of chips, the output and batch sales data of relevant auto enterprises will be in a relatively depressed state for a long time in the future. The standard to measure the operation status of an automobile should also change from a simple data layer to a comprehensive compressive capacity.
In fact, many car companies have a clear understanding of the shortage of chips. In order to further alleviate the pressure caused by the shortage of chips, some car companies began to improve their comprehensive pressure resistance to seek stable development against the trend. For example, some leading auto companies began to actively adjust the supply chain to ensure the normalization of chip supply. There have even been phenomena such as car companies squatting on chip suppliers and purchasing at high prices.
Conclusion: previously, Intel CEO said that the global chip shortage may continue until 2023, that is, the chip shortage will not be solved soon, which is the negative impact of the chip shortage. However, from another perspective, the shortage of chips can force the comprehensive transformation of automobile enterprises. Today, the competition in China's automobile market is not only the competition of products, but also the competition of the comprehensive ability of an automobile enterprise, involving the competition of technology, R & D, marketing, service and other aspects, which means who can quickly complete the strategic transformation in adversity, Who can take the lead in the future competition.
Copy from Car Home magazine
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