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

The "no price reduction alliance" set up by 16 car companies has a life span of only 2 days.

These car companies have just agreed to promise not to engage in a price war, but the China Automobile Association suddenly issued a statement, announcing the deletion of the statement on price in the commitment.

The clause of not engaging in a price war is invalid.

In fact, on the day after the letter of commitment was issued, some car companies had already violated this clause and began to promote price cuts.

Now, the agreement on price restrictions has been removed, which means that the price war in the auto industry will not end.

In this regard, some netizens commented: this in itself is a joke.

The China Automobile Association deletes the clause of not engaging in a price war. The core of this incident is the "commitment of the Automobile Industry to maintain a Fair Market order" signed by the Automobile Association and 16 auto companies a few days ago.

The purpose of the statement issued by the China Automobile Association is to delete the clause "not to disrupt the fair competition order of the market at abnormal prices" in the commitment book.

In this regard, the explanation given by the China Automobile Association is:

The association recognizes that the commitment "not to disrupt the fair competition order of the market at abnormal prices" involves the expression of "price", which is inappropriate and violates the spirit of the Anti-monopoly Law.

It should be noted that the China Automobile Association does not directly say that it violates the Anti-monopoly Law, but only that the expression of not engaging in a price war violates the spirit of the Anti-monopoly Law.

However, there are regulations on price in the Anti-monopoly Law.

For example, Article 17 of the Anti-monopoly Law prohibits operators with competitive relations from reaching monopoly agreements, the first of which is to fix or change commodity prices.

In addition, Article 21 of the Anti-Monopoly Law also stipulates that * trade associations shall not organize operators of their own industries to engage in monopolistic acts prohibited in this chapter.

It is worth noting that the China Automobile Association said that it organized 16 car companies to issue letters of commitment in accordance with the provisions of the Anti-monopoly Law to fulfill the obligation to maintain fair competition in the market.

Article 14 of the Anti-monopoly Law states that trade associations shall strengthen the self-discipline of the industry, guide the operators of the industry to compete in accordance with the law, operate in compliance with regulations, and maintain the order of market competition.

It seems reasonable, too.

In short, no matter what the starting point of the China Automobile Association is, the terms of the undertaking relating to not engaging in a price war are now only "adhering to the rules and regulations of the industry, standardizing marketing activities, and maintaining the order of fair competition."

△ 's original commitment is basically certain that these car companies' commitment not to fight a price war is invalid.

In fact, long before the China Automobile Association announced the deletion of the statement, some car companies had already broken their promises.

Within the alliance, the 16 car companies that signed the commitment include: FAW Group, Dongfeng Automobile Group, SAIC Group, Changan Automobile Group, BAIC Group, GAC GROUP, Sinotruk, Chery Automobile, Jianghuai Automobile, Geely holding Group, Great Wall Automobile, BYD, Lulai, ideal Automobile, Xiaopeng Automobile and Tesla.

Among them, Tesla launched the new referral reward of Model 3 / Y the day after signing the commitment. Car buyers can get a maximum cash discount of 3500 yuan, and referrals can also get a maximum of 7000 points.

Of course, Tesla's referral incentives existed before. And before that, Tesla also launched a similar cash discount and points incentive policy for Model S / X.

However, it is worth noting that Tesla's previous introduction program for Model 3 / Y models only included bonus points, not cash discounts.

Therefore, as soon as Tesla's new introduction reward came out, some netizens suspected that this was actually a backstab alliance, engaging in sales promotion in disguise.

And after the new referral awards were released in China, Tesla also launched incentives such as cash discounts on Model 3 / Y models in the United States, Canada and other markets.

It seems that the introduction of new referrals in China is likely to be part of Tesla's global promotion plan.

Compared with Tesla's more obscure promotional measures, SAIC Volkswagen wrote the price reduction directly on the surface.

Also on the second day of signing the commitment, SAIC-Volkswagen directly announced a maximum reduction of 37000 for the 2023 ID.3, with a total of 125900 units and a limited edition of 7000 units.

Moreover, FAW-Volkswagen is also interested in ID. Series of time-limited concessions, starting at 155900, as well as a maximum of 7000 yuan in exchange subsidies and 9000 ID. Special benefits such as counting coupons.

By comparison, it is not difficult to see that FAW-Volkswagen is actually cutting prices, with a price reduction of up to 63000.

Obviously signed the commitment not to engage in price war, the result is still reducing the price promotion, people can not help but wonder whether this commitment is binding?

Now that we look at this commitment, the core commitment has been deleted, and it is difficult to judge how useful the rest will be in the future.

And, after going round and round and back to the origin, the price war will probably continue.

What do you think of this incident? With regard to the deletion of the clause by the China Automobile Association, some netizens commented that car companies have the strength of low prices, better means of production and higher production efficiency, and the cost reduction itself is normal.

In other words, if a car company has advanced manufacturing technology and a mature supply chain, it can already reduce costs.

For example, integrated die-casting technology, Tesla began to use, Weilai, Xiaopeng, ideal, Changan, Cyrus, Toyota and other car companies also began to follow.

Why? Because it can reduce cost and increase efficiency.

Tesla once introduced that it takes only a large die-casting machine to build a Model Y body in at least 45 seconds, or 1-2 hours if the traditional process is used.

Moreover, the simplification of the manufacturing process also means that there are not so many welders and do not need too much floor space.

Reflected in the data, that is, the vehicle manufacturing cost is reduced by 40%.

In addition, the weight of Model Y with integrated die casting is also reduced by 30%, which also helps to improve the life span of the vehicle.

In addition, Tesla also has a highly vertically integrated supply chain, from hardware to software, smart car core technology all-round self-research, reducing dependence on external supply chain, making production and cost more independent and controllable.

And at home, there is BYD who is proficient in this set. The industry has commented that BYD can develop and produce almost all the other core components except car tires and glass.

Taken together, Tesla's bicycle profit can reach 10426 US dollars (about 75445 yuan), a first-class level in the industry. BYD can still make money even if it sells a car for 99800 yuan.

Therefore, although it is ostensibly talking about vehicle pricing, what is most related to vehicle pricing is the production and manufacturing level of various car companies, which is different from each other, and the "abnormal price" mentioned in the undertaking is difficult to define from the very beginning.

No wonder some netizens commented that this is to pull a group of enterprises together for show, and then continue to go the way before.

Judging from various performances, it seems that this is indeed the case.

What do you think?

This article comes from the official account of Wechat: smart car reference (ID:AI4Auto), author: with evidence but without car

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