Wen | Li Xiaohui
In 2019, China's auto market once again showed negative growth, down 7.4% year-on-year, whether it is the passenger car market, or the market for new energy vehicles, all fell.
This result is actually not surprising, the end of 2018, China's auto market is in a state of "down". 2019, the beginning of the downward trend is still.
The beginning is the end, from the first month of the car market continued to fall, no one expects the car market in the year will appear high moments. Because the global macro-economy is a downward trend, and has not yet bottomed out, the manufacturing industry in developed countries also began to go downhill, including China, the world's major economies, including the manufacturing purchasing managers index are below the withering line.
Economic downward pressure is not reduced, 2020 is still not optimistic. Not to mention the impact of the "new crown" epidemic, the second half of the U.S. election, the probability of the key issue of U.S.-China relations will be intensified, the trade friction between the two sides will only increase, which will inevitably bring a sustained downturn in the manufacturing sector.
So, "uncertainty" will be accompanied by 2020 throughout the year, as in the opening year of the "Ghosn incident" to bring us the "game of escape", the same. It's confusing and intriguing, and like the "new crown" black swan, it suddenly erupts and catches people off guard.
In the "uncertainty" in the more to be calm, to remain calm, facing the future is particularly important. So, what will happen to the Chinese auto market in 2020?
First of all, the new energy automobile market, especially the competition between new energy high-end brands will intensify.
There is no doubt that with Tesla's China factory going into production, this year's production models will be put on the market as a "catfish", which will stir up China's new energy automobile market, and the new energy automobile market will see a "Tesla phenomenon".
The major luxury car brands, such as Audi will also be electrification offensive this year; Lexus will also launch its production electric cars; new energy high-end brand ARCFOX and Star will also launch its first production models; the high-end models of major automotive brands, such as Guangzhou Automotive New Energy AionLX will be on the market. Each other have a fight. It can be predicted that this year's new energy car lake will be lively, high-end brand competition will be crossbow.
Secondly, the joint venture will usher in an explosive period of technology input.
Today, the phenomenon of homogenization between products is more serious, the breakthrough of differentiation, the key point is still on the technical level. The main "technology card" car companies, Japanese and Korean more obvious, such as the Japanese Dongfeng Nissan, the introduction of "Nissan Intelligence" technology, empowering products, enhance the competitiveness of products, but also for the development of enterprises to broaden the "moat". Moat". GAC Honda, in addition to the "three major power" technology, in terms of product humanization, the input of "magic sensor door", kick-type electric tailgate and other Honda technologies to enhance product strength. Beijing Hyundai is to "modern technology" as the development program, to establish a new brand image of modern technology.
It is foreseeable that the increase in technology input will be the general phenomenon of joint ventures this year, and showed an outbreak of trend. This not only enhances the competitiveness of the product, but also injects fresh blood into the development of the enterprise and releases new kinetic energy.
Once again, the acceleration of 5G will bring the automotive industry ecological reconstruction, "connected city" will emerge.
This year, 5G and other aspects of telecom infrastructure investment is expected to accelerate, with 5G as the representative of the mobile Internet, big data and artificial intelligence will bring radical changes to our production and life. This will certainly have a huge impact on the ecological development of the automotive industry, and the application of technologies such as vehicle-road synergy, driverless, and Internet of Things will move to a new level.
With the realization of Toyota's "Connected City" concept, Toyota's "Woven?City" looks like a good model for the transformation of major automotive companies as well as future development. I believe that with the commercial application of 5G technology, automotive companies will transform into mobile travel service providers will be more determined.
In addition to Toyota, domestic enterprises Chinese Express has also been in the "connected city" road efforts to practice. Dongfeng Nissan also showed us a picture of "Nissan Smart City" at the 2019 Guangzhou Auto Show. After this epidemic, I believe more and more companies will be integrated into the "connected city" construction.
Also, the comprehensive competitiveness of enterprises will enter the most critical competition point.
From a macro point of view, the automotive market has entered the era of inventory, in terms of the market and consumer trends, thoroughly buyer's market, high quality, sense of value, personalized consumption era has come. Therefore, enterprises rely solely on the product or marketing a little can lie to earn money era is gone. Enterprises compete with each other in terms of comprehensive competitiveness, the quality of development and operational efficiency. In the past 2019, the Japanese and German brands, especially the Japanese brand can still achieve excellent market performance in the downward trend of the car market, relying on the comprehensive strength of the enterprise.
In 2020, the car market stock competition will be more brutal, China's auto market has entered a major adjustment period, car companies will inevitably usher in the market shock, consolidation, reconstruction of the major test. Therefore, it is not the number of products put by enterprises can win the market, but focus on the overall high-quality development of enterprises, transformation and upgrading from the inside out is the key to win the new decade.
Again, some of the restricted cities will relax the license management.
Since September last year, Guiyang canceled the purchase restrictions, other part of the automobile purchase restrictions on the provinces and cities have begun to "unbundle" the purchase restrictions.
Undoubtedly, the relaxation or abolition of the purchase restriction in the current market downturn is a great benefit, which means that sales increased. Sales increase, the entire automobile industry will live up. Therefore, this year, there will be more cities to take corresponding measures to gradually achieve the purpose of "loosening" the purchase restrictions to stimulate consumption in the car market.
These are the changes that will take place or are taking place in China's auto market, and every company will have to think about its own position and response to these changes.
In an era of uncertainty, no one can be sure what will happen next, but the direction of the times is clear and the future is promising. True as mountain climbing, despite the twists and turns of the mountain path, but after all, towards the summit stretch.
"Therefore, the soldiers are not always in the right situation, the water is not always in the right shape, and the one who can win because of the enemy is called God". When the enterprise has a strong enough competitiveness and the ability to adapt to environmental changes, firm beliefs, the courage to move forward, so, there are difficulties that can not be overcome? China's auto market will not be good?
This article comes from the author of the automobile home car family number, does not represent the views of the automobile home position.