Key information from the National Passenger Car Market Information Co on a daily overview of news, Scanning
automobile market:
week, the market is still around themes earthquake, earthquake effect caused by the continuing decline in current consumption. Weekend National People's Congress and the State Department's position clear that the attitude of disaster relief efforts, while fiscal year to invest in the country have a more specific point, in particular the national car of the strict control of government procurement policies may have some short-term pressure on the development of automobile market. With the summer season and the advent of price deregulation, private car consumption in the off-season and the reduction in government procurement, combined corporate relief contributions to the pressure caused by liquidity will temporarily suppress the recent automobile sales.
but I personally believe that China's automobile market The pressure of the current characteristics of the decision is still not too large, and the price is difficult to significantly change the status quo.'s automobile market will not happen in 2004 sales over the same period the market price of sync with the trend of serious decline sharply.
one, new products, price scanning < br> 1. 10.38-14.98 million sale of the new Excelle HRV travel terms and price.
Excelle HRV Excelle station wagon and also to adjust the price. Shanghai General Motors officially announced the new Buick Excelle sedans market sales price, the price of seven models range from 103,800 to 149,800 yuan.
new Excelle sedans specific price: 1.6LX MT 10.38 万元, 1.6LE MT 11.68 万元, 1.6LE MT Navi 12.58 万元, 1.6LE AT 12.68 万元, 1.6LE AT Navi 13.98 万元, 1.8LE MT 13.38 万元, 1.8LE AT 14.98 万元 ..
Analysis: New Excelle general are extremely sensitive to the market opportunity , the real market price pressure, and manufacturers price guide price deviation from the larger, more substantial price adjustment is understandable. but overall look very reasonable price adjustments in the Excelle, no significant pressure on the market. comprehensive look, The Shanghai GM cut prices and price cuts in May 2004 is different from the ripple effect will not produce the same .04-year market decline is mainly the price factor, lower purchasing power. the parties in a long time confused disorder prices lead consumers to wait and see , June 2004 North-South public synchronized price, then follow the manufacturers, especially in Beijing Hyundai in September 2004 prices larger effort. eventually cause the market price system down reconstruction. The price system has already adjusted to a lower level, manufacturers guide price of power drops, the terminal price is very flexible. The Excelle higher price, even if the price is still much higher than the price after the Elantra, the new concept is more important.
2. MG TF MG announced the market for sale price of 24.96-26.58 million.
5 26, at the Beijing Auto Show announced one month after listing, MG MG Classics officially announced its world market price of MG TF sports car: MG TF 1.8MT Standard 249600, MG TF 1.8CVT Standard 265 800.
Analysis: The car is a niche market, such as pre-cool trend line Han poor sales shrinking trend. in the low-end sports car very difficult to make large, NAC, this capital investment and confidence in higher risk. enter such a big drag on the market for enterprise development.
3. refueling Octavia 2.0 for the Olympic Games started selling commemorative edition for sale 129,900.
to meet the Olympic events to come, introduced with immediate effect Skoda Octavia 2.0L Olympic commemorative limited edition model, priced at 129,900 yuan, the price compared to the previous 2.0L model, with 1 million in concessions. In addition, it ordered that the Olympic Commemorative Edition by Octavia Surprise Package sent to the Olympic Games and the Olympic limited edition car stickers ..
analysis: high-emission cars Octavia promotions reflect the characteristics of high-end Class A competition is extremely fierce.
Second, the next new dynamic
1. cash Peugeot 407 and 607 will not be made.
platform with the Dragon 3 production in June next year, Peugeot's new car will be gradually introduced with the global synchronization. Prior to the industry generally recognized in the Peugeot 407 and 607, etc. Advanced models will not be made. Shenlong listed end of next year on the platform 3, the first new car, the new C5, already close to the global synchronization, only foreign production than a year late. the introduction of the global synchronization Dragon 3 platform as a major strategy for future analysis ..
: Dragon most of the product design style does not fit the aesthetic needs of the Chinese market, so the design of the new strategy of localization is very important to the dragon.
2. than the regular version of your 1.3 million new Fit hybrid will be introduced.
year wrap-up meeting Honda, Honda released a hybrid car development planning, including the new Fit will launch hybrid models in 2015, it fourth paragraph will be the hybrid Honda brand. Fit hybrid in the listing, and common models of the spread in the 200,000 yen or less (equivalent to RMB 1.3 million), while the entire development program will catch Fit cars 7 -8 years of major changes in the product cycle, launched in 2015 as a third-generation Fit Hybrid model ..
based analysis: This As this hybrid car launched in 2015, still some distance away from the However, the increasing oil prices soaring today, we have reason to expect that a hybrid car.
3. LaCrosse hybrid market next month, said it would lose money selling manufacturers.
in sales of small, high cost of technology circumstances, the introduction of hybrid LaCrosse is definitely a loss. For GM, the front of a vehicle pursuit of profit is not the focus. new energy will become the future trend, and technical standards for new energy vehicles in China is still continues to demonstrate, sophisticated process, the sooner will the introduction of new domestic energy technology, will be able to develop new energy standards in the future have more say and greater adaptability. published in January this year, The main markets are dynamic models in Japan and the United States, because Japan and the United States on the purchase of hybrid cars are the implementation of the user price of about 10% of car models of government subsidies, which makes the price of hybrids is no longer a model, unattainable. the scope of consumption, so if countries do not put car allowance policy or hybrid car prices do not want to reduce the price, then the hybrid vehicles in China will remain one of the gallery display. It can be said to make hybrids Type in the promotion of the smooth, in addition to tax and national policy support, the enterprises themselves also need to reduce costs through mass production and to further reduce prices to attract more consumers to buy. Recently, many companies have introduced a hybrid powered vehicles, mainly just to respond to national green energy and green Olympics, the call is essentially a form than content. now, hybrid cars in China, the standard is impossible before the introduction of the so-called preferential policies issued this year is definitely will not be introduced next year will depend on whether the introduction of standards in China's hybrid models in the end how much ..
4. Polaris will adopt the new 1.6 and 2.0L engines.
Volkswagen all shows development of a new generation of the new Bora, Bora sharpening out of the original, become more fashion mellow. in the announcement of the new directory appears only the 1.6L and 2.0L Bora two models, the power matching with Sunny the same way, which is still using the old 2.0L 2V valve engine, it lacks some sincerity ..
number of analysis: the positioning of the Herbalife products, the lower estimate, otherwise the new engine have a better choice.
5. Lifan 320 National Rally Championship was officially listed.
Lifan 320 will use the . Lifan Lifan 320 is equipped with a 1.3L engine produces, and won the 2006 Rally, the first results of its own brand Lifan 520 engine equipped with the same. output power 65kw/6000rpm. top speed of 155 km / h, in the same Class is in power has the advantage of outstanding ..
Analysis: Lifan 320 motor used and the similarities of marketing practices, and strengthen sports marketing. This effect should be good to attract attention, but the small audience and an estimated selling point to buy properties Type the user a high degree of product critical.
6. Jianghuai Swiss Eagle 2.0T/1.9L market diesel models in June.
JAC held the first phase of the Beijing auto show for the first time demonstrated its SUV brand ; Swiss Eagle Since one of the gearbox, this dynamic performance of turbocharged engine displacement in the same SUV is the strongest, the maximum power 130kW/4000rpm, maximum torque 250N.m/4500rpm. And while its fuel consumption per hundred kilometers is only 9.5L, compared to similar competitors, it has a more stable, more fuel efficient, lower maintenance cost characteristics. Swiss Hawk engine is most characteristic of the CIDI used high pressure common rail EFI. this new technology and the dynamic performance of the vehicle economic performance have gained significantly. Swiss Eagle 1.9CTI maximum power 82kW/4000rpm, the maximum torque 235N.m/1800-2300rpm, matching the 6-speed manual transmission, its fuel consumption of just 5.5L per hundred kilometers of economic of a very good job.
analysis: from Harvard and other diesel performance, diesel version of the Swiss Hawk is estimated to have better performance characteristics evident in its business.
7. is an imitation or a buyout? Thailand will produce the modern United States and good doubtful.
Huatai has the right to car production with Beijing Hyundai, JAC fight occurred. Huatai Automobile to get the United States and good. the modern United States is the world's best small MPV shortest one of the body. this car stylish, spacious, able to meet family needs. its shape by the Italian Pininfarina design, with some European style. The size of 4025/1740/1635mm.
Analysis:. the modern United States and good market risky, its products and hatchback cars in direct competition, the highly competitive small hatchback car, Huatai this product risky.
8. SPLASH into production within two years will not replace Chang'an Suzuki Alto.
Suzuki Splash car strategy for the international market will take to the Chinese market. Splash is Suzuki's a starter last year in Europe, a global strategic model, and its body size: length / width / height 3740m/1590mm/1680mm wheelbase is 2360mm, the top from the body size is a look at this standard micro car, the car's power system will use a maximum power of 65 hp 1.0L inline 3-cylinder gasoline engine and a maximum power of 86 hp 1.2L inline 4-cylinder gasoline engine.
Analysis: Suzuki whether the advantages of micro-car is still worth watching in China reflects, to establish superiority of their products is still the A-class cars, mini-car can not only rely on the same products a success. In SPLASH listing, Alto will continue to hit second and third tier markets.
Third, macroeconomic policies and the environment
1. the government strictly controls the bus consumption, Bus control bus acquisition and the adjustment of consumption to become a top priority. As requested, the central state organs, public expenditure in this year's budget of less than 5% of all, because the bus share of procurement in government procurement, the budget generally about 20% -25%, and is the most flexible one, so the government expenditure compression, the official vehicles will bear the brunt ..
Analysis:. domino effect of government procurement is difficult to judge, but in the high-end cars tremendous pressure, some indicators of corporate profitability more difficult. It is estimated that price is still very little action until September.
2. pass the Development and Reform Commission said lifting the ban can not control gas prices.
news that the state Bureau of Energy Development and Reform Commission, the two oil giants Sinopec and other related departments on the open discussion of price control has been to the last stage of the original oil and gas is expected in August after the release of price controls, as there is a sudden earthquake, oil and gas of prices are likely to open in early June. national authorities, said the occasion of the earthquake relief and reconstruction of the critical period, the domestic refined oil prices can not let go. short-term oil price is difficult to release the three major reason. First of all, post-disaster reconstruction needs absolute protection of energy security. post-disaster reconstruction needs of the construction, machinery, transportation and other industrial prosperity, if the oil price is too high, the company's construction-related initiative will be greatly reduced. Second, the current oil prices do not ban help control the CPI. relief is the current top priority in the background, to prevent the CPI a pricing conditions, premature lifting of the ban.
Analysis:. refined oil prices are related to all aspects of the economy, once complete, and international standards, no one dared to ensure inflation does not occur. Therefore, the Government will not in the earthquake after the special period, lifting oil prices risk.
3. SAT clear travel tax collection and management of vehicle and vessel tax withheld
20 can be in different places, the State Administration of Taxation said the tax collection to facilitate travel, improve the collection and management of quality and efficiency of State Administration of Taxation recently issued a circular on tax collection and management of travel related issues be clearly defined.
notice that in a tax year, taxpayers in the vehicle registration in non-withheld by the insurance agency motor vehicle travel tax, and can provide valid proof of tax payment, taxpayers no longer need to travel in the vehicle registration tax to pay. On a change in ownership or management of the travel tax, a clear notice, in a tax year, changes in ownership or management of travel rights before the boat delivery of the vehicle tax refund procedures do not do, for now no longer travel the owner or manager of tax levied for the year; not pay travel tax changes to ownership or management travel, travel by the owner or manager is payment of travel tax ..
Analysis:. travel tax charge related to the complex local interests and the interests of third parties such as insurance agents, tax policy, specifically to facilitate the consumer.
4. Guangzhou imported vehicles must meet the ; otherwise not be registered.
Guangzhou public security organs will be the traffic management department of the State Environmental Protection Department said imports of automotive vehicles registered in the directory as a basis for environmental standards, for not included in the shall not apply for registration. Prior to this, has been importing small quantities of individual models of cars, the manufacturer or seller is not reported to the state environmental protection department of environmental protection type approval standards, not included in the State Department of Environmental Protection announced to achieve ; States Ⅲ to the state Department of Environmental Protection standards for reporting models. Thus, the Guangzhou public security organ within the traffic control department from the state Department of Environmental Protection today announced the registration of imported cars car directory as the basis of environmental standards, for not included in the Ⅲ and so on. This constraint is very reasonable.
four domestic manufacturers dynamic tracking
1. Volkswagen South China denies selling the public and the news network.
Recently, media reports said Su Weiming, executive vice Volkswagen China , and to establish their own set of orders, financial system. for further instructions. Automotive quietly changed its name to the substantive step towards A-share listed.
Chery has quietly changed its name, changed from Chery Automobile Co. Chery Automobile Co., Ltd., this means that the company's restructuring has been completed. March 24 this year Day, the relevant state departments to approve the Chery name change. Chery Automobile CICC will provide counseling prior to listing, Chery will be A-share listed ..
analysis: Chery very urgent public needs, otherwise, great pressure.
3. Roewe listed overseas business this year, export to Europe.
overseas business department is proud of Viagra SAIC set up a new export sector. coupled with previous Commission and the MG set up UK companies products. steam overseas strategic management structure formation has been completed . SAIC's another brand mmMG MG overseas to promote exports are normal, the first step in internationalization of small batch production will be the TF sports car in the UK. And Products Council, MG and Roewe will have overall coordination of the export .. < br> Analysis: SAIC is a long-term strategic export to Europe, and its ability Roewe Rover and balanced development is the biggest test of SAIC.
4. Toyota, Brilliance by the earthquake blocked the resumption of production has not been determined. < br> FAW Toyota, Lifan, Changan Suzuki, Changan Ford and other enterprises have production facilities in Sichuan, Mianyang Brilliance car production base under construction. It is understood, Lifan, Changan Ford and Changan Suzuki is not affected, the production has been uneventful recovery. Sichuan FAW Toyota and Mianyang Brilliance Auto failed to restore the work base.
Mianyang Brilliance Brilliance base will serve as a vehicle export base, production pickup, Gold brand sport utility vehicle, light passenger, light truck and other products, a production capacity of 60,000. the future north-south base of Brilliance Auto is also responsible for an important mission to keep pace. is expected on August 30 off the assembly line in Mianyang, a new production base to sea lions are plans to export products to South Africa ..
Analysis: Brilliance Export Select the Chengdu base, and its distance to the port, and far away from Shenyang, both domestic export base construction site southwest of purpose. main engine base in the southwest, the progress of loading some manufacturers, but the off-season comes, a little marketing stagnation little effect.
5. Benz domestic goal of 40% E and the lowest C-class did not reach.
total price of the vehicle to reach 60% of the total price of the vehicle and the vehicle will be taxed more than Mercedes-Benz because of domestic car sales slump, it is difficult to form an effective scale, local production to improve it even more difficult. but do not increase local production, vehicle prices to get down, which in turn would affect the sales. made the development of Mercedes-Benz in China seems to be caught a vicious circle. how to run a good Beijing Benz, Mercedes-Benz Group in China has become the largest market, the most intractable problems. Beijing Benz set up continued losses for several years, said it has been reported loss of 700 million yuan last year, will be expanded this year to 12 billion. so pleased that Mercedes-Benz has just made public in the near C-Class has shown a certain amount of competitiveness.
Analysis: Mercedes-Benz and BMW in the Chinese market, the different manifestations of transnational corporate strategies of its direct results. relative to the Audi BMW's active and flexible, Mercedes-Benz in the Chinese market has been thrown very far.
6. Ghosn, Renault brought into China the third-Nissan Alliance global strategic representation.
Ghosn, Nissan executives leading the various Nissan Tokyo released a new five-year (2009-2012) plan. Ghosn stressed that Nissan's five years in the new emerging markets to increase efforts to develop it and reduce its costs, and become the new energy vehicle development Ghosn, the most important speech.
before the April 29, Ghosn Renault in Paris, said the annual General Assembly in 2008, Renault is one of the important goals to enter emerging markets. In raw material prices, exchange rate instability, under the pressure of rising labor costs, Renault should enter more competitive markets. according to Ghosn's understanding, this does not mean that Renault will be production from mature markets to emerging markets transfer, but stick to mature markets at the same time, as much as possible to explore new market opportunities, only then the potential increase in sales and profits ..
Analysis: China has the opportunity to enter Renault smaller in China the early stage of brand integration, passenger car sales to a strong brand focus was evident. If you do not close the Renault Nissan's China strategy will be difficult.
7. Southeast intensive launch vehicle and blue Seming new Galant was introduced.
Despite last year's South East Motor sold only over 60,000 vehicles sold in the 80,000 or so this year, but the southeast into the passenger car on the top 10 are still confident (this year's top 10 passenger car about 30 million units in sales.) southeast edge is already set up a good four platforms (SE, Mitsubishi, Chrysler, Mercedes-Benz), the next generation Mitsubishi Galant will be introduced into China in the next year. Next year the new Mitsubishi Lancer is also into production, and this year there are V3 and Mitsubishi zinger production ..
Analysis: Southeast product enough, the problem is the performance of products weak, Mitsubishi products should not reflect international competitiveness. Southeast's market position is its main reason for decline.
Fourth, the domestic market Hotspots
1. FAW-Volkswagen high-level personnel changes in the message is spreading. < br> into May, the two high-level personnel changes in the message are FAW - Volkswagen internal diffusion. sure, FAW - Volkswagen's Audi division Werner Paul Eichhorn, who will be removed from the helm of China. and already spread has not been determined in Another message is that FAW President Zhu Yanfeng have appreciated the original popular FAW - Volkswagen Su Weiming, general manager of sales in the near future will also be from the FAW - Volkswagen outgoing ..
Analysis:. This news spread reflect the complex and their internal relations appear, changes in the FAW-Volkswagen whether changes in market performance worthy of attention.
2. BAIC possible integration integration Changfeng Fu Xu and Yi denied steam.
BAIC External Integration or joint surface of objects expected in the second half. This is related to whether the 2010 Beijing auto sales 2,000,000, the first Chinese car to enter camp's fate. BAIC's analysis, the Beijing auto partner may Hunan Changfeng is located.
Analysis:. The current integration of large groups is not too great significance to achieve the scale economies of scale no practical effect. together for a long time will be minutes, hours will be together a long time, the key is the competition law of the jungle.
3. Guangzhou Automobile or shares of Changfeng Motor backdoor does not consider the overall market.
Guangzhou Auto's internal sources told us that Changfeng Automobile Guangzhou Automobile interested in cooperation, to expand its asset size and segments. This is the ; Guangzhou Automobile, Changfeng restructuring and Guangzhou Automobile have to expand through acquisitions. But competition can be obtained through the expansion? domestic industry consolidation trend needs to be rational.
4. Toyota plans to invest 1.5 billion yuan in Tianjin Plant production capacity will be 5 percent.
Toyota on May 13 announced that it will improve with Tianjin FAW Group's joint venture mm second plant of Tianjin FAW Toyota's production capacity. plans to invest 1.5 billion before the end of 2009 capacity by 5 percent, reaching an annual output of 150 000. There will also strengthen the development department of Tianjin FAW Toyota, and decided to upgrade to the future, As a result, Toyota's joint venture in China's total production capacity will reach approximately 69.3 million. Toyota plans in early 2010, production in China will be increased to one million.
Analysis:. Toyota Crown in the high-end markets performed well, has reached the upper limit of the design goals, so fast expansion is the inevitable choice. R & D center is affiliated.
5. the joint development of Chinese car Roewe is expected to become the first DCT users.
January of this year, under the impetus of the Development and Reform Commission , SAIC worked with Brilliance automatic transmission fields. As the more prestigious brands Motors, Brilliance and SAIC are struggling to enhance their strength in the automotive manufacturing field. Today the two companies jointly started China's first DCT transmission R & D cooperation projects, which will make its own brand of products made it possible to use the world's most advanced transmission. as SAIC's car brand, Roewe priority is not surprising ..
Analysis:. no independent automobile companies, parts companies have no chance. The test mode automatic transmission is significant, Roewe brands such as Han sync with parts attacks.
6. Chery Chrysler hit out checks and balances.
joint venture negotiations with Chery at the same time, since late last year, Chrysler has approached a wide range of other local enterprises. This contact is generally regarded as a bargaining chip to increase checks and balances as well as Chery. Mercedes-Benz with Beijing remaining in technology licensing relations cases, trying to choose the Chrysler revival hit out. since the end of last year, Chrysler had, respectively, to the Great Wall Motor and Changan Automobile inspection. Chrysler has even contacted a number of other companies, mainly on the same production conditions, production capacity and R & D capabilities ..
Analysis:. Chrysler normal practice, the key is whether Chery to own the best position to prove its strength.
7. a number of multinational auto companies favor India, China Automotive threat.
since last year, Ford, Nissan, Honda, Hyundai, Volkswagen, Daimler - Chrysler and other multinational giants have increased their investments in India, and this trend continues . the Indian government's economic forecasts published in 2007, the country's automotive industry will attract about 180 billion high investment. By 2010, India's passenger car manufacturers could increase to 20.
lack of independent Chinese car innovation, and auto companies in India has been willing to make efforts in independent R & D, these companies have mastered the core technology of intellectual property rights, and advantages of these technologies is the gap between China and India will gradually widening.
Analysis:. avoid multinational investment risk is an important factor in investing in India. Although China's economic development momentum continues to improve, but the multinationals are reluctant to invest too much investment in a country or region, its purpose is to prevent the unilateral containment of its global strategy by investment to emerging markets is one way to avoid risks.
8. Yulon hand Zhejiang Zhongyu the mainland of Taiwan-made cars are expected.
Zhejiang Zhongyu to early February this year, Taiwan held in Hangzhou satisfied Yulon Zhi Jie automobile production project signing ceremony., satisfied Chi Jie (Hangzhou) Automobile Co., Ltd. a total investment of 4.65 billion yuan, the project is still awaiting government approval. In an annual output of 120,000 satisfied Jie Chile's Vehicle project, the first production program includes a SUV, MPV and a car a total of three independent brand cars. Among them, the first models will be equipped with a 2.0-liter, turbocharged gasoline engine SUV . It is reported that the car will be the fourth quarter of 2009, about 2700 per month, which will be put into operation the first listing in the mainland market, China Taiwan brand vehicles.
Analysis: Zhejiang Wuhan Automobile announced its withdrawal in early reputation industry, retaining only the modified car business in Hangzhou. Zhejiang Zhongyu the failure of the project in Wuhan, one of the important reasons is the capital chain. As a small-scale private car manufacturers, the development of vehicle is very difficult.
V. multinational corporations and overseas markets
1. crept into the dark layout of a three-pronged strategy of TCS China.
launch price of only $ 2,500 because of the the focus of the automotive market. whether it is positioning, brand, or roadmap, which own-brand car prices in China there are too many similarities. Nanjing Tata main production vents, exhaust pipes, car ventilation grilles and other auto parts, in capacity of 950,000 units, a total investment of $ 11,000,000.
potential in China, expansion of Tata, the Chinese entered the Indian market is a lot of difficulties. To put India into an international manufacturing base for compact cars and automobile parts Parts exporter, the Indian government clarified the policy of restricting import tariffs, domestic brands such as tariffs on exports of up to 130% in India. but compared to India, China's auto market is almost no control, in the fully open state ..
analysis: advantage of China's auto industry more than India, provided that the domestic development of parts industry. Now is the vehicle brands, and foreign control of parts, so a higher risk of China's automobile.
2. go green strategy Honda's new hybrid sedan next year to push.
21 Honda Motor Co., announced from the beginning of 2009 in the United States, Japan and European market a new type of electric hybrid cars. The 5-door Honda sedan will be the future 3 cars, to form a hybrid of the sales volume of .2010 years, Honda plans to 50 million units in sales of hybrid vehicles, Toyota plans to only half of sales. Honda introduced hybrid vehicles in the price difference with the ordinary strict controlled within 200,000 yen, and the current gap between the price up to 500,000 yen.
Analysis: Honda's .
3. Fiat is preparing a new brand focused on low-cost models.
Fiat is considering the creation of a new brand, and this is the brand may actually suspended from the Fiat Group in the previous plan re-start, similar to the Abarth. The brand will launch a Renault's Dacia brand of Sudi market competition, mainly the production of cheap low-end car, and most likely collinear with the Tata Nano production. Tata and Fiat have close partnership, Tata will pave the way early in this project work. Although the Fiat acquired Zastava, but the factory in Serbia, Fiat Topolino will be used for the production models, the present situation, will not be put into other low price models. may be the origin of new cars in Brazil, the code is 327, the new car will be possible in early 2011 in Europe, priced at 6,000 euros ..
analysis: international cheap car market unusually hot, and cheap Chinese car market in decline. own brand without the ability to guide the consumer policy is the main reason.
4. General Motors key parts supplier end of the nearly 3-month strike.
supply for the U.S. General Motors key American Axle parts of large companies ...
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