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

2022 is destined to be an extraordinary year. At the beginning of the year, many car companies began to raise product prices due to a shortage of spare parts, superimposed by a rise in raw materials and other factors. After that, many car companies were hit hard because of the epidemic. In the second half of the year, the car market gradually warmed up, showing vigorous vitality. In such ups and downs in 2022, there have been many major events worth recalling.

01. BYD stopped producing fuel cars, making it the king of passenger car sales. On April 3, 2022, BYD announced that it would stop the production of fuel vehicles from March, officially saying goodbye to the fuel era. It is the first traditional manufacturer in the world to formally stop selling fuel cars, and BYD has taken the first historic step among car companies that have issued a timetable for suspending the sale of fuel vehicles.

BYD, which focuses on the new energy market, has made great strides along the way. In April this year, BYD surpassed FAW-Volkswagen in monthly sales for the first time. In 2022, BYD sold 1.8685 million vehicles for the whole year, showing extraordinary strength, while FAW-Volkswagen sold a total of 1.8236 million vehicles, nearly 44900 less than BYD. BYD won the crown, which is the first time that Chinese cars have become the number one annual sales in China's passenger car market.

02. The three major auto shows in Beijing, Chengdu and Guangzhou, canceled, stopped and postponed the Beijing auto show, which was originally scheduled for April, was repeatedly postponed in the face of the severe situation, and finally decided to cancel it in November. This has disrupted the communication rhythm of some car companies, such as the ideal L9, Avita 11, BYD Seal, Nezha S and other blockbuster models that will debut at the Beijing auto show, have to slow down the pace of communication.

Subsequently, the Chengdu auto show arrived as scheduled, injecting a shot of cardiotonic into the market, high-temperature power cuts failed to affect the enthusiasm of car companies and exhibitors, and people came and went to form a grand picture of the car market. However, affected by the epidemic, the Chengdu auto show was urgently stopped on the fifth day, becoming the second class An auto show in the country to be urgently stopped. The last auto show to be stopped was the Shanghai auto show in 2003, when it was suspended in response to the SARS epidemic. In spite of this, the Chengdu Auto Show still provides a window for auto companies to release new cars, boosting auto consumption in the fourth quarter of the auto market.

November coincided with the spread of the epidemic in Guangzhou, and the Guangzhou auto show was postponed under the influence of the epidemic. On December 13, the auto show officially announced the resumption of the auto show, which will be held from December 30, 2022 to January 8, 2023. At this time, it is only 17 days away from being held. Under the hasty holding, the scale, models and popularity of the Guangzhou Auto Show can not be compared with that of the previous sessions, and this auto show is slightly deserted. However, there are still many blockbuster models unveiled at the Guangzhou auto show. GAC's new sedan concept car, the polar krypton 009 and the blue mountain DHT-PHEV, the flagship model of the Great Wall Wei brand, are all unveiled at the auto show, injecting new vitality into the post-epidemic auto market and driving the recovery of market consumption.

03, the end of the state subsidy, many car companies set off a wave of price increases at the beginning of 2022, the Ministry of Finance jointly with four departments, it is clear that vehicles licensed after December 31, 2022 will no longer be subsidized. The national subsidy policy began in 2009 and officially withdrew from the historical stage after 13 years.

BYD announced the price increase in advance and announced on November 23 that due to the end of subsidies and the rise in the price of battery raw materials, the official guidance price will be raised by 2000 yuan to 6000 yuan, and pointed out that customers who pay deposits before January 1 will not be affected.

BYD set off a price boom, Changan Deep Blue, Roewe, Chery New Energy, FAW-Volkswagen, Dongfeng New Energy and other car brands have raised prices for their new energy vehicles one after another.

It is worth mentioning that in the face of increased competition in the new energy market, car companies can be described as a variety of means to deal with. For example, Xiaopeng, Wei Brand, SAIC GM Wuling, Lantu Automobile and other brands have launched a "guaranteed price" policy, and the retail price will remain in line with the comprehensive subsidy at the end of 2022. Tesla, Mercedes-Benz, SAIC Audi, Ford Electric Horse and other brands "go in the opposite direction" and announce price cuts.

04. Shanghai will no longer issue green cards for plug-in hybrid vehicles (including add programs). According to the latest Shanghai measures for encouraging the purchase and use of New Energy vehicles issued by Shanghai, starting from January 1, 2023, consumers who buy or receive plug-in hybrid vehicles (including add programs) will no longer issue special license quotas.

Because plug-in and extended-range vehicles have the advantages of near zero fuel consumption in short distances in urban areas and no long-distance service pressure, consumers who buy this type of models over time need to join the "licensing army" if they want to obtain a license plate in the urban area of Shanghai. and spend about 100000 yuan more on the license fee, so during the two-month countdown to the suspension of green cards, there is an upsurge in snapping up hybrid and extended-range cars in the market.

Ideal, AITO, BYD and other major brand stores lined up in front of the store, some sales staff said that after consumers pay, they still need to go through government examination and approval, invoice, pick-up, license and other links, green card examination and approval time will be cut off in advance, this view, so that consumers rush to buy vehicles before the countdown to the atmosphere is more enthusiastic, mid-late November to early December, become a critical juncture for consumer cars to buy mixed cars.

With regard to the impact of this policy on the new energy market, it is generally believed in the industry that the withdrawal of the free green card policy will affect the sales of car companies in Shanghai early next year to a certain extent, but in the long run, it will not have a significant impact on the overall sales of car companies.

Raw material prices are rising, and car companies are fighting for ore. The rise in raw material prices has become one of the important reasons for the price rise of car companies. Between March and April 2022 alone, more than 20 car companies, including Great Wall Euler, Chery New Energy, Xiaopeng Automobile, ideal Automobile, and Naha Automobile, have announced price increases under its influence.

Sharp spear points to the price of raw materials, including cobalt, nickel, manganese, lithium and other metal materials and their compounds have increased dramatically in the past year. Take battery-grade lithium carbonate as an example, the price of battery-grade lithium carbonate is only 40,000 ~ 50,000 yuan / ton in 2020, and it will break through the 500000 yuan / ton mark in 2022.

In order to get rid of the cost control of upstream raw materials, many car companies choose to buy their own mines and take the initiative. Traditional carmakers such as BMW, Volkswagen, Stellantis, Renault, GM, Ford, Tesla and Toyota are also actively scrambling for mines, including taking direct stakes in mining companies or mining projects and signing raw material supply contracts directly with miners, bypassing battery makers.

The head car enterprises are well-funded and buy mines independently, which can not only open up the industrial chain, but also help to ensure the stability of production costs. however, this measure also builds a high threshold of competition, and some small and medium-sized car enterprises may face more and more cost pressure.

06. The state has issued policies to promote automobile consumption many times in recent years. China's automobile consumption accounts for about 10% of the total retail sales of consumer goods in China. Automobile consumption has a high proportion, large growth space and strong driving effect, which is one of the important areas to expand the consumption of physical goods and promote the upgrading of consumption. Especially in the past year, affected by the epidemic, the data of automobile production and sales are bleak, and the state has repeatedly issued policies to promote the recovery of automobile consumption.

On April 13, the executive meeting of the State Council proposed that bulk consumption such as automobiles should be encouraged, no restrictions on the purchase of new cars should be allowed in various localities, and the incremental target of purchase restrictions has been implemented to support the consumption of new energy vehicles. On May 31, the Ministry of Finance and the State Administration of Taxation issued a circular on reducing the purchase tax on some passenger vehicles. On June 22, the National standing Committee made it clear that there were a number of measures to increase the support policy for automobile consumption, and the policy of promoting automobile consumption was good again. The implementation of the policy is expected to increase automobile and related consumption by about 200 billion yuan this year.

In the second half of the year, China still uses multiple policies to promote a steady rebound in automobile consumption. On July 7, 17 departments, including the Ministry of Commerce, issued a number of measures to enliven automobile circulation and expand automobile consumption. Guangzhou, Beijing, Shanghai, Henan, Zhejiang and other places have launched local policies and measures to expand automobile consumption.

Under the new policy of the epidemic, the order of automobile consumption in various places has been gradually restored. The automobile industry and the macro-economy are like fish and water. Only when the macroeconomic policy is stable, the market confidence will become stronger and stronger, and the automobile industry can survive the extraordinary period smoothly.

07. Abolishing the used-car relocation restriction policy in the past affected the circulation of second-hand cars, resulting in a long-term oversupply of second-hand cars in Beijing, Shanghai and other super car markets, and many used cars had to be sold cheaply.

According to a notice issued by the Ministry of Commerce, "starting from August 1, 2022, immigration restrictions on small non-operating second-hand cars that meet the national five-year emission standards will be lifted nationwide to promote the free circulation of used cars and facilitate cross-regional operation of enterprises." it is convenient for people to buy and sell used cars in different places. "

"restrictions on the relocation of second-hand cars" refers to the measures taken by some provinces and cities to restrict environmental protection standards and years for second-hand vehicles in other provinces or cities, so as to prevent a large number of foreign vehicles from flowing into the local market. " The National five-year Plan, that is, the national vehicle pollutant emission standard of the fifth stage, will emit a lot of harmful gases in the process of vehicle use, which will cause great harm to the environment and human health, so it is necessary to make standardized restrictions on vehicle emissions. The higher the number, the stricter the standard.

Completely abolishing the policy of restricting the relocation of used cars will make the supply of used cars nationally available, the price transparent, simplify the procedures for purchasing cars in different places, and make it more convenient and cost-effective to buy and sell used cars. After the complete abolition of the restrictions on relocation, car owners and buyers can go through the relevant formalities of vehicle transaction registration in both the moving place and the moving place; at the same time, with the increase in the demand for "car purchase in different places", it will lead to one-stop services such as car selection, car inspection, relocation and so on. In this way, car purchase in different places will be as convenient and simple as local car purchase.

Tesla started several rounds of price reductions in early October 2022, Tesla Guanxuan 7000 yuan insurance subsidy, October 24, Tesla China official website shows that the Model 3 rear-drive version from 279900 yuan reduced 14000 yuan to 265900 yuan, high-performance version 367900 yuan reduced 18000 yuan to 349900 yuan. The price of the Model Y rear drive version is reduced by 28000 yuan to 288900 yuan from 316900 yuan, the long-lasting version is reduced by 37000 yuan to 357900 yuan from 394900 yuan, and the price of the high-performance version is reduced by 20, 000 yuan to 3979 yuan from 417, 000 yuan.

After that, Tesla launched the second and third rounds of preferential activities, including a 8000 yuan car pick-up fee reduction extended from November 8 to December 31 (provided you buy products from an insurance company that cooperates with Tesla in the store).

In terms of sales volume, Tesla experienced "six consecutive price increases" last year, the overall market growth rate is significantly lower than before. And in the third quarter, due to the upgrading of the production line, Tesla's sales in China showed a month-on-month and year-on-year decline. Price reduction is a direct way to boost sales. Tesla had previously given a 50 per cent growth forecast for the whole year, so sales would have to be at least 1.5 million vehicles in 2022. However, in 2022, Tesla's total global delivery volume was 1.31 million vehicles, falling short of the expected target.

After every price cut by Tesla, there are condemnation of Tesla's car owners. After all, no one wants to be a "leek". Frequent price cuts and promotions in a short period of time, as well as the trust and loyalty of car owners.

09, a number of domestic car brands go bankrupt, or face delisting in 2022, is a year full of variables, the automobile industry has also experienced a major reshuffle. The so-called survival of the fittest, after the big waves of the market, there are many car companies fell in the difficult 2022.

On April 27, 2022, the Qingpu District Market Supervision Bureau of Shanghai issued a penalty decision, which showed that the business license of Luchi was revoked because the company was suspected of failing to start business for more than six months after its establishment. Or suspend business for more than six months after opening, and without good reason. At the same time, the claims and debts of the company concerned will be liquidated by the shareholders of the company and the personnel designated by the board of directors. There is no technical support from traditional car companies and Internet companies, and there is no consortium endorsement. Green cars, which blindly step into the new energy track, have only chaotic strategic thinking and product layout, which are finally abandoned by the market.

In July 2022, Diwei Automotive Engineering Technology (Shanghai) Co., Ltd. applied to Beijing No. 1 Intermediate people's Court for compulsory bankruptcy reorganization of Beijing Branch of Smart car, which is the parent company of Singularity. Prior to this, the news that Singularity Automobile owed employees' wages was in an uproar. In addition to unpaid wages, Singularity Automobile also owed payments to its partners. However, Singularity, which holds 17 billion yuan of financing, has not achieved mass production, and the pace of car construction has come to a standstill.

On November 29, 2022, BAIC Foton Motor Co., Ltd. issued a notice about the court declaring the bankruptcy of Beijing Baowo Automobile Co., Ltd. Prior to this, Bowo Motor experienced many crises, such as low sales, change of shareholders, business shutdown, debt disputes and so on. In the end, it did not survive 2022.

Now, the gear of time is turning quietly, and the new year has come. After the cold winter of the car market, more mature and stable, in the new 2023, it must be more full of vitality and bring more surprises.

This article comes from the official account of Wechat: automotive News Agency (ID:automobile-news). The author: Quan Yu Zeng Xi

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