Shulou(Shulou.com)11/24 Report--

Recently, the China Automobile Association released automobile production and sales data for November, showing that new energy vehicles continued to maintain a rapid growth momentum-production and sales reached a new high in that month, reaching 768,000 and 786000 respectively, up 65.6% and 72.3% respectively over the same period last year, and the market share has reached 33.8%.

Since April this year, the penetration rate of domestic new energy vehicles has been rising month by month. Affected by the increase in the price of new energy and new cars, the new energy used car market also shows signs of picking up. According to the China Automobile Circulation Association, the trading volume of new energy used cars reached 156000 in the first half of this year, an increase of 36.4% over the same period last year.

According to data released by Guazi, in October this year, the highest growth rate of transactions for new energy used cars, an increase of 348.5% year-on-year, is more than 10 times the growth rate of fuel used car transactions in the same period. The "fire" of new energy vehicles seems to have spread to the used car market.

At the same time, there are also the closing and selling prices of new energy used cars. The average online transaction price of new energy used cars was 96558.14 yuan in September, up 10.2 percent from the previous month, according to a report released by Tiantianpai, an online service platform for used car trading.

However, some second-hand car dealers have revealed that the new energy used car market has warmed up this year, and it is true that the trading volume and prices have risen. However, some changes have taken place in the best-selling models. So, what on earth is going on? What are the new energy models in the second-hand car market today?

The second-hand Molde 3, which used to sell volume, is now very difficult to sell.

Zhang Ling (a pseudonym), a used car dealer in Taoyuan, Shenzhen, said frankly that the biggest variable in the new energy used car market this year is Tesla. Due to the official cut in the prices of some models, many potential consumers have a wait-and-see mood. Tesla, known as the "hot cake" of new energy used cars, is now seldom visited.

The three Tesla Molde 3s that the store bought in September are still waiting for its buyer in the showroom. But fortunately, since the second half of the year, many second-hand car dealers, including her, have also changed their goal of buying new energy used cars, and Tesla, who is difficult to sell, has not yet put pressure on her.

"you know, as long as possible, second-hand car dealers generally will not accept second-hand new energy vehicles, which is too lame." However, Zhang Ling said helplessly that the penetration rate of new energy vehicles in China is rising month by month, and the number of new energy vehicles in first-tier cities is even more astonishing. A large number of new energy vehicles are in circulation in the second-hand market. If not, the business in the store will inevitably be affected.

Such being the case, as a second-hand car dealer, it can only be targeted and purposefully collected some models that are easy to sell and have low risk. At present, the consensus of most peers is to give up the low-price A0 pure electricity and the new energy B-class cars with high prices, and only choose the A-class electric cars with good brand reputation and large quantity.

"if you think about it, class A0 electric cars are cheap and have a high value preservation rate, and consumers generally buy new ones rather than old ones. As for more than 200000 of class B electric cars, the turnover time is long, which will inevitably put pressure on the cash flow in the store. You know, there are many second-hand car dealers who take out loans."

As for A-class pure electric vehicles, Zhang Ling said frankly that car dealers also pay attention to the acquisition, usually with short years, new car conditions, and a wheelbase of more than 2.6 meters. As for the reason, of course, similar models can be sold to third-and fourth-tier small cities through cooperation with small car dealers, and become online car-hailing.

In recent years, the scale of the ride-hailing market has been expanding. According to the forward-looking Industrial Research Institute, by the end of 2021, the number of domestic ride-hailing users had reached 453 million, an increase of 23.9 percent over 2020. From December 2020 to March 2022, ride-hailing drivers showed an increasing trend.

By the end of March 2022, a total of 407.3 online car-hailing driver licenses had been issued in various localities, an increase of 0.5 per cent over the previous month. Similarly, the scale of online vehicles across the country is also growing. By the end of March 2022, a total of 163.4 car-hailing vehicle transport certificates had been issued, an increase of 0.2 per cent over the previous month.

Zhang Ling said that in recent years, some domestic cities have begun to encourage ride-hailing to use new energy vehicles. Coupled with the improvement of charging infrastructure in third-and fourth-tier cities, many ride-hailing practitioners have also begun to consider changing pure electric car running sheets, so as to reduce operating costs.

As for second-hand A-class pure electric cars, it is precisely the best choice for online ride-hailing practitioners.

Take an A-class pure electric with a range of 400km and a new car with a landing price of 120000 as an example. If it is sold in a year and a half, the purchase price is about 90,000 yuan. Taking into account the transportation fee and the profits of the car dealers on both sides, it will eventually be sold at 100,000 yuan.

"the most common fuel models for ride-hailing in small cities such as Carola and Xuanyi cost 110,000 to 20,000 to land. No matter how fuel-saving Japanese cars are, they still cost 40 cents per kilometer, which is much higher than pure electric cars of the same class. Of course, as a production tool, practitioners are not as picky and worried about buying new energy used cars as ordinary users, and the price is cheap."

Zhang Ling said frankly that in this way, a large number of A-class pure electric cars purchased by second-hand car dealers from first-tier cities can be quickly shipped to small car dealers in third-and fourth-tier cities to quickly move volume, thus transferring the pressure on second-hand car inventory. It can also be said to kill two birds with one stone.

It can be seen that second-hand car dealers, who know that ordinary consumers still have prejudices against second-hand new energy vehicles, no longer cling to 2C business, but quickly seize the changes in the ride-hailing industry and start 2B business in disguise. However, the "coquettish operation" of second-hand car dealers is much more than that.

02. What is the demand for second-hand electric van goods? Compared with household new energy passenger cars, there is a special model in the used car market, which is favored by car dealers, that is, second-hand pure electric vans. Zhang Ling said that although pure electric vans do not occupy the C position in the conventional second-hand passenger car market, there are plenty of car dealers.

Search for the word "pure electric van" on the mainstream used car trading platform and you can find a lot of relevant information. Haipeng, a car dealer who is also from Shenzhen, revealed that many colleagues who used to mainly operate second-hand passenger cars, including him, now accept pure electric vans.

"the circulation rate of tram trucks in the second-hand market is good, but in the past there were few cars, and they were all car dealers specializing in trucks." Haipeng said that even the second-hand passenger car market is open to similar pure electric vans today, simply because similar models are cheaper to buy and sell more widely than new energy passenger cars.

He takes a pure electric van called "Dongfeng EM26" that he recently received in the store as an example. The original owner made a loan to buy the car a year ago for freight transportation in the same city, and the price on arrival was more than 90,000 yuan, but now the market purchase price is only 60,000 yuan.

In fact, apart from the models he exemplified, the depreciation rate of pure electric vans is quite high. Through the mainstream used car platform to query the preservation rate of relevant models, it is found that the preservation rate of pure electric van in the first year is usually only about 60%.

"in other words, as soon as the pure electric van is available, it will depreciate by 30% to 40%, which is much harder than the new energy passenger car." Haipeng said that many self-employed and small enterprises buy pure electric vans to transport goods, but as a result, their business is hampered, and in the end, they can only sell cars at a low price.

Different from second-hand new energy passenger cars, although car dealers buy "different" pure electric vans in the market at a low price, there is no market for them at all. after many pure electric vans are acquired at low prices, they are sold to car rental agencies. and through the way of lease purchase, lease and sell to online contract freight operators.

Recently, the work of resuming work and production has been carried out steadily all over the country, the freight industry in the same city has gradually begun to recover, and the demand for online freight transport has also increased further. Public data show that the overall order volume of some online freight platforms has increased by nearly 30% month-on-month, and the number of users placing orders has increased by nearly 20%.

And the increase in the demand for freight transport in the same city and online freight transport has also attracted many new practitioners to enter the urban freight industry. For second-hand pure electric vans with cheap prices and the economy of using cars, the demand is naturally rising all boats rise, and demand exceeds supply.

Haipeng frankly said that at present, the average profit of the second-hand pure electric van sold in the store is about 8000 yuan per unit, which is even higher than the 100, 000-class second-hand new energy passenger car, and there is no inventory pressure at all.

In addition to the low-cost "leak-picking" of second-hand pure electric vans by car rental agencies, the demand for pure electric vans (logistics vehicles) by logistics enterprises, which undertake the important task of "urban blood vessels" in recent years, is also gradually increasing.

Tram resources data show that in November 2022, total sales of new energy logistics vehicles were 24412, up 24.23% from October and 87.55% year-on-year, setting a new record for this year's sales. The east wind of the electrified demand for logistics and freight transport can not avoid blowing down to the second-hand car market.

"in order to quickly replenish transport capacity, express agents all go to the second-hand car market to look for pure electric box goods." A second-hand car dealer in Guangzhou also said that at present, nearly 70% of the pure electric van purchased in the store are bought by express delivery network contractors.

It is not difficult to see that with the gradual increase in freight demand in the same city, pure electric van trucks with fast turnover, low value preservation rate and large room for price increase have become "hot goods" in the minds of second-hand car dealers. However, according to the current market performance, the new energy fire seems to have hit the second-hand car market, but it has not completely burned through.

When can new energy used cars "play" in 2C field?

03. A false fire cannot penetrate the second-hand car market. "second-hand cars must be the most worry-free and profitable ones sold to individual users."

Zhang Ling does not deny that there are obvious signs of a pick-up in the new energy used car market in the second half of this year, especially since the fourth quarter, but she also stressed that it is still very difficult for new energy used cars to be sold "purely" to ordinary individual consumers.

In disguise, many new energy second-hand cars have flowed into commercial and quasi-commercial fields (that is, individual online car-hailing, etc.) or even exported overseas to the underdeveloped Middle East and African markets. Individual consumers remain cautious about the trading of new energy used cars.

There are many industry views that the reason why new energy used cars are not liked by individual consumers is related to the lack of a sound valuation system and vehicle condition evaluation system in the market at the present stage. After all, only one power battery has fooled many experts in the identification of second-hand cars.

However, Zhang Ling believes that the lack of valuation and condition evaluation system for new energy used cars in the industry is only one of the factors that hinder the 2C of new energy used cars. The more critical reason behind it is that the quality assurance system developed by new energy vehicle companies is full of tricks.

"at present, the penetration rate of new energy vehicles has exceeded 30%, indicating that consumers do not resist buying new energy vehicles. One of the reasons for this change in the market is that consumers' recognition of new energy vehicles is gradually increasing. Second, the ultra-long warranty and lifetime warranty provided by manufacturers have eliminated the worries of car owners."

However, she said frankly that the new energy vehicle after-sale quality assurance system formulated and introduced by many car companies only covers the first term, that is, the owners of new cars, and their rights and interests do not include second-hand car owners. In other words, as long as the first owner sells the car, the second owner does not enjoy an ultra-long, lifetime warranty.

In this way, the first owner of a new car can rest assured that he can buy a new car, but the second owner of a second-hand car will inevitably have to bear the possible failure of the vehicle in its future use, as well as the cost of maintenance and repair behind it. "you have to think about it. No one wants to be wronged."

Although at present, some car companies have taken the lead in introducing the warranty promise of the second car owner and the first owner, they still restrict "official second-hand cars" or need to pay extra to "extend" the quality assurance service, while more car companies still implement different warranties.

Zhang Ling stressed that unless the industry combs and standardizes the quality assurance system of new energy vehicles from the top down, only relying on the mainframe factory's commitment to "consciously" adjust the quality assurance, it is very difficult to realize that used cars enjoy the same quality assurance treatment as new cars on a large scale, and second-hand cars are naturally difficult to be guaranteed.

After all, car companies can only make a profit by selling new cars. As for whether models sell well in the second-hand car market, it may not be within the scope of consideration by car companies.

In conclusion, it can be said that as long as second-hand cars can not enjoy the same quality assurance commitment as new cars, even if the demand for new energy vehicles is large and the market is hot, it can not change the current difficult situation of new energy second-hand vehicles. In the short term, disguised 2B is still the mainstream means for automakers to digest new energy used cars.

This article comes from the official account of Wechat: know Notes (ID:dongdong_note), author: know who you are, Editor: Qin Yan

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