Key information from the National Federation of daily news
by automobile this week outlined:
1. 3 passenger car market, manufacturers of a return to normalcy
3 sales return to normal. Since the end of the Spring Festival 2 the market has not rebounded as expected, but March is the end of the quarter, the pace of return ideas purchasing trend of dealers, that is the beginning of low, gradually picked up. Although still significantly lower dealer inventories, but the market is not busy leading stock dealer .3 slower pace on the market also features a few years ago and gradually return to normal state, this is not a bad thing, but the gradual equalization of the normal production and marketing rules.
2 strongest sales and market performance is the highest Japanese retail enterprise, which recalls the early negative impact of Toyota closely linked. The current OTC Japanese manufacturers set off activities and greatly increased price flexibility, Japanese long-term product quality and product recognition can not fully lost, the current market activity undertaken sales promotion of good results. After all, there are many car hunters stock market psychology, and finally a point of negative news, bargain-hunting buyers feel bad. but not this week, companies have reported sales of 2-3 it is estimated that dealers purchase undesirable market performance of these enterprises should be worried about.
2. small displacement crisis remains the focus of persistent
see this proposal on behalf of Guangzhou Automobile Zeng Qinghong
and soaring house prices has become a recent hot topic of the NPC, the State should also adopt policies to control it. We have policies to encourage low-emission results of the State through the inhibition of the passive house is difficult to effectively implement the policy. the delegates were The concern for the fate is the subject of a long - difficult to see practical results.
low-emission and small vehicles, the problem is the big problem of energy saving and ease the parking and road congestion is one of the measures. In such a narrow building group, the vehicle caused by large-scale growing problem, people feel good to buy carts, but the big car at a difficult way through the people still angry: parking fees are what pay the same out of the way so the cart. Finally, to see not used to get angry - I bought the cart altogether. everyone watching the parking is difficult, hard side continue large-scale traffic - the inevitable trend of large-scale unstoppable.
but for many years to encourage the concept of small displacement of the macro-perspective, encourage small inhibition of large-scale displacement of the vehicle group over the interests involved is always the macro concept. enterprise will eventually wake - must have made the cart way out.
3.
small displacement manufacturers are helpless to see on the recent Evaluation of Chery - Chery want to end strong car, so a lot of research and development in the early low-emission vehicles. Currently the only small car market capacity of A-Class around 40%. If the economy car market can as expected - really become popular small car Model , to A-class car sales, the Chery must be strong, because the total capacity of market segments deciding the scale and efficiency.
joint distribution brand in the A-class car lot, has become a double combination of the Corolla, Corolla, GM's trio (Excelle, Cruz, English Lang), and even the general public (for Santana, Santana Zhijun, Long Yi, Mingrui) four combinations. However, these multiple combinations have been successful, no one said they were more than models because the A-car market is large enough, and the encouragement of policy at the national scale and growth rate are almost the largest. And Chery is located in the small-displacement small-car market, by courier, will inevitably lead to product sales difficult to achieve high. This is the time to follow the policy of developing its own brand, but unfortunately did not see the nature of the market place. simply take a few business sales comparison is inappropriate, after all, some manufacturers encourage the A0 to the national macro-level car based, but other manufacturers do not present the development of A0-class cars, with more effective occupation of a large car market.
three main manufacturers of state-owned group also reflected the characteristics of the development of FAW Group's Pentium B70 B-Class and A-class car B50, the development of B-class car SAIC Roewe 750 and A-class car of the Roewe 550, Dongfeng Group, the development of A-Class Fengshen S30, this is not the economy car, which is the core of the three groups own brand sales and profits double harvest, although this reflects the large group of smart, but it also reflects the plight of small displacement.
but the development of low-emission cars is still the basis of sustainable development the automotive market, an old saying: Do not forget the little things, small and whom not to be evil, which inhibited the development of small vehicles and large-scale displacement of car is suitable. The current plight of small-displacement cars worth a lot of soul searching.
4. New energy necessary for both cars and small displacement
the current high cost of new energy vehicles remains, synonymous with high consumption, not for private consumers to bear the uncertainty of new energy vehicles, the car brought the risk of low-emission vehicles should still be strengthened. Many people think that new energy vehicles could be done overnight, so the concern about the decline in small-displacement cars, it is very dangerous.
new energy vehicles in China is not strong foundation, and China's lack of real buy for the environment groups of new energy vehicles. The popularity of electric bikes in the local government under pressure from the developed hard, the reason is the recognition by the general public. And then the subsidy of new energy vehicles moving a lot of money, which is less than the average consumer must fall head, small-displacement cars currently on the consumer or the most affordable at the same time to solve the contradiction between the reality of the Automobile and Society initiatives. and a powerful drive low-emission power companies will also promote the development of new energy vehicles in China.
5. and more reflect on the past few talk about our future
greatest principle is that we do things more than necessary for reflection. internal meetings of the principle is - the less beautiful blueprint for the future and talk along the leading, multi-targeted improvement measures reflect the problems and achieve business healthy and sustainable development. Whether business or social meetings if it is too harmonious, in fact, might as well not open. especially the high cost of meeting the meeting must have real effects. view of the current state of the market, we should conscientiously sum up the recent movement characteristics, see the future from the past, grasp the continuity of the state. in particular the market characteristics for February should be a reasonable conclusion.
2 months of market worthy of serious analysis, I think this is a turning point in the market. whether sales trends or dramatic changes have taken place in consumer psychology. long-term balance between demand and gradually, and at this time of great change in consumer psychology. from the shortage of time over the people like sheep lining up to buy, the more grab every glance retired queue, the more one will buy the less for it, the heart, mutations in the February recall of supply and demand changes and will be stronger under the influence of the crisis. The recent rapid increase business productivity, supply and demand equilibrium is more rapid changes in demand led to the emergence of very sharp turning point. but the market demand is still there, hope is a turning point in the gentle tide wait for the market to enter peace of selling period. But the law of competition is not far behind everyone.
6. Beijing and gas station price wars reflect
start price war gas stations in Beijing, and Tianjin are quickly followed. I deliberately look for cheaper Sunday to refuel foreign stations (can not find the private's), 30 l 172 yuan feel more satisfied, after all, saving 0.6 yuan / liter. But the station said there are 0.4 yuan / liter margin, which is 7% of gross profit, net price than the high rate of car a lot. I would particularly like strong domestic enterprises, but I am always looking for foreign refueling stations - oil quality assured, low prices. I'm sorry why the price of foreign capital is lower than the domestic. called after oil prices in the two sessions, but the first price of foreign capital. foreign investment is not necessarily synonymous with high prices, monopoly, and low efficiency is the biggest problem.
automotive industry is also very high barriers to entry the industry, to prevent monopoly inefficiencies caused by too serious. After all, consumers need is low cost and high quality services. auto companies should strengthen the price sense of crisis, high growth still need to control costs and enhance the sense of competition.
one, new products, price scanning
1. Price 235,800 yuan FAW - VW Golf GTI listed.
3 7, FAW - VW Golf GTI officially listed, the introduction of a total of models, priced at 235,800 yuan. domestically Golf GTI and the overseas edition models in appearance remained the same, the choice of 17-inch Tomahawk wheels. Power has weakened, the same powertrain and Magotan, 200-hp 2.0 TSI engine with 6-speed DSG gearbox. interior GTI also uses a special style, steering wheel, Danggan, pedals are special style, with a paddle shift . GTI other configuration is also very rich. including bi-xenon headlights, automatic headlights, multimedia navigation (high distribution), seat heating, automatic air conditioning.
analysis:. Since the first Golf GTI is the high domestic production Performance Sport compact hatchback, is currently on the market that it has no direct rivals. But the price as the lever to measure, MINI Cooper, MINI CLUBMAN, Peugeot 207cc, modern lovns range of 25 to 30 million personalized car GTI will also form a type of indirect competition with the relationship ..
2. Price 8.58-10.48 million Mitsubishi Lancer 2010 models listed.
3 6, southeast of the new facelifted car 2010 Mitsubishi Lancer OTC dealers in the country officially listed, the price range is from 85,800 to 104,800 yuan. all cars to change from 14 inch to 15 inch circle of aluminum alloy wheels, redesigned wheel dynamic and unique style. Excellent Edition 1.6L MT SEI model also adds a stainless steel window frame molding and chrome body side molding, body side lines so that more fluid, the body to enhance the appearance of texture. It is noteworthy that, in the original model, based on the 2010 Mitsubishi Lancer Sport added two new models, namely, 1.6L MT SEI sports, 1.6L AT SEI sport to further enhance the quality of gold content sporty car and cost, improve product lines. these two models equipped with a large surround, tail, 15-inch alloy wheels, black ash interior, bucket seats and black paint headlights.
Analysis:. wing of God, Lancer, Ling Yue's southeast Class A combination vehicles, only Blue Joseph's performance is poor, but not the intensity of the adjustment, it is estimated Corolla and the Corolla is still the case, the kingpin in the end.
3. Dongfeng Honda CR-V small facelift listed.
3 On 5 March, the official listing of the new CR-V, and its exterior, interior, configuration and security aspects of a comprehensive upgrade, the price remains unchanged, while increasing the distinguished navigation edition models, the price is 26.28 million; now 6 new CR-V models, priced at 18.98 to 262,800 yuan ..
analysis:. facelift is just fine-tuning the details, the current CRV SUV market is still one of the strongest, there is no adjustment needs.
4. market promotion activities.
3 月 6 日 至 4 30, where the designated financial institutions GTMC purchase loans Camry 2.4L models, can enjoy the 0 interest rate loans 5 offers ..
3 日 至 3 月 31, Imperial and Sina Geely 4S stores online car jointly launched car users, there are likely to win a gift sent by the Imperial: to set the car shop to look at cars registered members participate in activities, generating a total of 200 lucky draw users Dorsett, the first round of the lottery started from March 5: first prize a, car to enjoy the discount for each purchase discount, second prize two, enjoy the Jiuzhe discount car; the second round of lucky draw from the March 19 start: 1 first prize, enjoy Qizhe car discount second prize two, discount car to enjoy the discount for each purchase. In addition to the store to look at cars of all those who have the opportunity to provide vehicle access to the limited value of 400 yuan a EC718 Cars, limit 200 ..
3 月 1, Shanghai GM Wuling launched the Chevrolet Spark has 月 1 日 ..
3 至 6 30, where the purchase of 09 Tiggo, Tiggo DR arbitrary models, can enjoy a discount of 2.5% of the purchase tax.
3 January 1 to April 30, Changan Suzuki launched the SX4 all models (Value Edition, taxi, except for official vehicles), a unified commitment to 1,500 by the Changan Suzuki fee.
3 月 1 日 至 3 31, Changan Suzuki extended from January to February purchase tax subsidy policies and some adjustments: Buy Swift (Deluxe excluded) will be offered to customers the value of 1,000 packs; buy 1.8L Tianyu SX4 (taxi, except for official vehicles), Changan Suzuki will be 2.5% of direct subsidies purchase tax.
3 月 1 日 至 3 31, buy sharp Europe, Cerato, Sailatuou wind, Furui Di's 1.6L and the following displacement cars, still enjoy 5% off purchase tax, upregulated in part by the seller subsidies ..
Second, the macroeconomic environment and policy information
1. 2010 年 8% GDP growth is expected to continue to implement the proactive fiscal policy
Wen Jiabao on March 5 at the Eleventh National Third Session of the NPC to make the government work report that the economic and social development this year, the main targets are: GDP growth around 8%; urban employment more than 900 million registered urban unemployment rate at 4.6%; residents Consumer prices rose about 3%; to improve the balance of payments.
Wen Jiabao pointed out, important to note here, the GDP growth around 8%, mainly emphasizing sound guide to focus into all aspects of transformation of economic development, restructuring the economy. raised consumer prices rose about 3%, considering the price movements of hikes last year, the international transmission effect of commodity prices, domestic credit growth and the lagged effect of the capacity of residents , and for resources and environmental taxes and the price reform of resource products leave some space ..
Analysis:. now look at these indicators are easy to implement, and 8% of the target can be driven by investment, employment pressure due to shortage of migrant workers can be alleviated, the price level of housing prices rose 1.5% last year, can ensure the realization.
2. energy saving trend focus, has become the representative of the automotive world, the consensus of members, representatives, members of the proposal, the motion will focus on China's automotive industry in how to develop their own brands and Toyota brought the door to recall how to avoid quality problems, will be two hot topics this year.
Wang Feng-ying suggested that the development of harmonized standards for small cars to encourage the production of environmentally friendly energy-saving small row volume of motor vehicles; also re-excise tax small cars and the travel tax charged at the standard, the appropriate time to add green taxes in the price of oil to price leverage to encourage the consumption of small cars; In addition, the policy should also increase the energy saving based technology research and development of small cars, government procurement, and other aspects of support for urban taxis.
Analysis:. the development of new energy vehicles and high-quality small cars are considered the global auto industry in China and low-carbon model farewell two ways. However, the long-term significance than the more strategic in terms of new energy vehicles, pushing the energy saving type high-quality small cars is undoubtedly a more realistic development strategy.
3. experts expected increase in domestic oil prices after the two sessions rate should be 4% -5%.
after the two sessions, the domestic refined oil prices should immediately rise, rate of 4% -5% should, prices in the 200 -300 yuan / barrel. long stay in the $ 80 down, enough domestic oil prices force. coming oil price adjustment will be boundaries. Under the current prevailing price adjustment policy, when international oil prices over 80 U.S. dollars / barrel, it will begin deducting the appropriate processing margins, until the zero profit by processing pricing. when international oil prices above 130 U.S. dollars / barrel, according to both producer, consumer interests and maintain smooth operation of the principle of the national economy, gasoline and diesel prices raised in principle to mention ..
or less of:. petrochemical companies as a monopoly price for the fuel fabricating public opinion.
4 . refined oil inventories increased for 3 consecutive monthly link domestic oil prices did not move past April.
starting from March Sinopec's refineries will be export subsidies for gasoline and diesel, the standard 130 yuan per ton. It is this domestic largest oil producer for the first time take the form of internal subsidies to encourage its enterprises to export refined oil. industry data show that two major oil companies for gasoline, diesel and kerosene in January inventories rose 3.0% over the previous same period, domestic oil product sales, decreased 6.0 %, which is the two major oil companies oil stocks rose ring the third consecutive month. Customs data show that last December the first time in China a net exporter of oil after oil exports in January this year, sustained and rapid growth, up 139%, and continued the trend of net exports of refined oil. Currently the wholesale price of the retail price with the state than the combined profits of Guangzhou station at 1360 yuan / ton, Shanghai, 1310 yuan / ton, up to 1 liter of oil profits Yuan, price 4,5 Mao also has a good profit ..
Analysis:. how to follow retail price of refined oil market adjustment, rather than simply follow the international oil price fluctuations, it should be the focus of reform .1 yuan / terminal stations profit rose nearly 20% of the profit margin is unimaginable. sedans 4S shops only 5% of the profits, while the profits of oil so high, the stock price appreciation plus profits, the price of gas stations system should be changed.
5. Beijing gas station price wars burn down into the second ring in four gross petrochemical limit.
21:00 to midnight 7:00,93 Yau straight down 0.4 yuan. although they are still ; limit rings outside the outer suburbs or even location, but also generally Sinopec join station. Sinopec gas station prices in addition to banners. Compared with the two giants, ; were forced to face the reality; the second is that the relevant state departments that had the oil prices for domestic oil price mechanism developed problems still exist, making the price set by the profit margins too large, did not accurately reflect the market.
Analysis:. state more than 93 foreign investors the same 0.6 yuan higher gasoline prices more than 10% of the price difference that large. many products as long as the official price, the price ridiculously high, of course, except that only price, which reflects the monopoly industries low efficiency in domestic oil prices will soon rise time window, officials should consider the cost of the pricing mechanism, the profit factor in how to adjust.
6. individuals to buy pure electric cars or the highest subsidies 120,000.
personal purchases of electric cars, the highest subsidies, or up to 12 million. National People's Congress, the State Ministry of Industry and Information Technology vice minister told reporters said Miao Wei, the country is considering the use of new energy sources to give some subsidies to the private car. Last year, Beijing , Shanghai, Shenzhen and other 13 cities have started saving and new energy vehicle demonstration and extension of the pilot work. Miao Wei said the pilot cities this year will be extended to 20, is currently being discussed for the use of new energy subsidies for private cars. This also means that the purchase of new energy future owners of private cars, will also be expected to receive state subsidies. for the subsidy standards, Miao Wei said the estimate can be introduced before April, only limited to cars, central government subsidies up to 50 000 -6 million may, of course, is for pure electric vehicles, the lowest possible only a few thousand dollars. Some local governments to fight for the pilot, also said the number of central government subsidies, local government how many. subsidies for new energy vehicles of private complicated, full life cycle of the current traditional use of cars is still far below the cost of new energy cars, batteries and other short-lived high risk, the risk of new energy vehicles to buy is not small. low, or the best mix breakthrough.
7. labor structure is undergoing tremendous changes, the majority of rural areas after 80 and 90 after the board of social stage; regional structure of China's economy is undergoing rapid change, such as the recent countries have approved more than a dozen regional development planning, regional economic The pace getting faster and faster; China's economy is also undergoing dramatic changes in industrial structure, the southeast coastal areas have longer follow the old path will not work, it is necessary to the current industrial structure and geographical distribution, the orderly transfer of industry .. < br> Analysis:. China's economic structural adjustment and industrial upgrading is imminent, call for China to step up the transformation of economic growth, extensive to intensive transfer, transfer of industry to meet the requirements of industrial enterprises, especially the southeast coastal industrial enterprises to step up the optimal upgrade. .
8. the United States consider imposing countervailing duties on the RMB exchange rate.
the case of the U.S. trade remedy the RMB exchange rate started increasing the possibility of countervailing investigation .3 2 April, the Commerce Department reported that Chinese exports to the U.S. coated paper, RMB exchange rate as a subsidy is not the survey items, trade remedy cases before the main survey items preferential bank loans, export tax rebates, and more. RMB exchange rate appreciation trend is inevitable, while exports also reflected the negative impact of tax rebates.
9. eurozone will face a severe test in 2010.
East, Western Europe, a serious imbalance in economic power, the surrounding economies, economic conditions remained poor, and the European financial system hematopoietic function recovery rate, both for Europe in the Claims under increasing pressure, the European financial industry a direct result of a dilemma, the inevitable economic recovery is faltering in Europe .3 to data released since January, due to soaring oil prices early in the third quarter of last year, the end of the recession, Russia, The unemployment rate rose five consecutive weeks, indicating that the country's economic fundamentals are still bad; and was considered quite effective to address the financial crisis in Sweden, in the previous quarter GDP fell even accidents to expand the chain, and the country's economy has also not out of negative growth. .
Analysis:. the threat of asset price bubbles is the Asia-Pacific economies may face the challenge of the next one; and let the local currency is a good way to cope with high inflation, before the introduction of arbitrage capital inflows to strengthen, Third, new car information
1. Fox / Winning postponed In 90% of the models will be equipped with supercharged engines. According to reveal the Mondeo models. we can easily infer, equipped with 2.0-liter supercharged engine, the Mondeo - winning models will be the first in 2010 in the domestic market. The main Focus compact market, will be With the new models in 2011 to market, while welcome supercharged 1.6-liter turbocharged engine cars ..
Analysis:. supercharger displacement is mainly deal with tax policy measures, and really push 1.6 promote meaningful boost in sales, 90% - the practice of extreme foreigners in China should come to no good.
2. 2010 models Familia upcoming change of the Dress code-479Q-A of the hippocampus HA-VVT-1.6 engine. This engine represents the development of the hippocampus present the latest achievements of independent power, has been successfully applied to fixed and other excellent models Huan. The use of VVT engine technology, the largest power up to 88.2kw, maximum torque 158N.m, or power more than 55 kilowatts, reached IV emission standards, with the ability to upgrade to Euro V, dynamic performance of power among the forefront of the moment ..
1.6L model analysis: . Familia is the recent push the 1.6-liter few independent brands, which adjustment is not an engine design in place, the future must also be adjusted to 1.5 liters in order to have greater market opportunities.
3. FAW-Volkswagen Jetta Official Quality Improvement 161 complete production
3 月 3 was reported yesterday that, FAW - Volkswagen Automotive Co., Ltd. officially put into operation the new Jetta, Jetta models with the old, the new Jetta sedan chassis with a high reliability, increased consolidation of 15 security parts, the body is more secure and reliable. The new Jetta has 54 kinds of parts to improve the upgrade, completed 161 quality improvement ..
Analysis:. Jetta product changes small and large enhance the safety of items, so ensure that old products to maintain good quality and reliability.
4. Cadenza years, imports of the new Kia Optima Kia
will be made next year, the New York Auto Show in April released a new code in the Model K5, which product to ship as much of the replacement model into the North American market.
According to reports, the new generation of the Optima and Sonata YF with the same platform, is the fifth generation of its product line models, there were indications that product to the future as the new KIA car made to introduce, and in sales in the Chinese market next year. It is reported that the new car than the previous generation longer, wider, more shorter wheelbase than the previous longer generation models.
Analysis:. low B-class car has great market potential, Pentium B70, F6, etc. are very good sales performance, Epica is also good, Korean series must be further breakthrough in this boost sales and status.
IV News
1. Great Wall Motor A shares at any time return to financing construction of new base in Baoding
2 million in 2015 to reach the target vehicle production, intends to launch Great Wall Motor plans to refinance to expand production capacity. The current A-share market listing and financing for the car companies have become relatively optimistic, so ready to return to A Great Wall Motor shares.
Great Wall Motor plans to achieve production capacity by 2015 2 million, of which the existing capacity of 500,000 Baoding 2011 300 000 Tianjin base a production in 2012, Tianjin base two production capacity of producing 300,000 to 2013, a new base in Baoding plant capacity of 50 million units will be built in 2014, the new base will be built Great Wall Motor, an additional 50 million units of production ..
:. automakers do not need to invest profits in expanding opportunities for the stock market is the biggest point of financing. private enterprises from Hong Kong stocks can significantly improve the return of A shares of misappropriating efforts, though the threshold higher.
2. hippocampal Zhengzhou, Central China Automobile Industrial Park opened Auxiliary
hippocampus Group invested 10 billion industrial park in Zhengzhou base parts (a) the foundation, supporting micro-car project was officially started. a plan more than a dozen parts enterprises, mainly for supporting the supply of Zhengzhou, the hippocampus and medium-sized truck has class stamping parts, seats, fuel tank, lights, wiring harness, the whole car seal, aluminum (steel) system of wheels, door trim, guide rail class roll and plastic parts and other items. Park covers an area of 315 acres, a total investment of 10 billion project is expected to put into operation in late 2010, the hippocampus related products accounted for more than 30% of the total package can meet the annual output of 15 million units matching requirements, put into the annual sales income of 30 billion yuan, creating jobs 5,000-10,000 people ..
Analysis:. hippocampal parts for a lot of land and an investment policy, land-short term rental, long run can add value, the policy can protect corporate profits, so the length of Zhengzhou, the Combination of hippocampal development prospects should be good. private enterprises to diversify income, and state-owned enterprises are short-term management, and land to sell, just huge.
3. Chery To the end objectives. BYD Auto, Chery hot pursuit, ahead of previously developed a planning, then Chery cars will be set up Asia's largest laboratory, through continuous introduction of Chery cars to maintain high growth. brands and models of wolves tactics, it is the low end of the past few years based on the Chinese Chery car market The only look Jiabao.
2010 年 Chery will launch at least 17 new models. in which micro-car brand will launch three new Swiss model; Chery brand will launch a sports car hatchback situation and I, plus at the end of a hospitality given B-Class; Ruiqi carrying the brand after the Spring Festival will be launched first domestic CVT gearbox G3, G6; Wei Lin brand will launch a series V8, and the test of the Dakar Rally through the X5 and the H5 and other models ..
Analysis:. the future brands will inevitably move toward the growth of many models, but the line is different from BYD's car will be more and more. Chery passive listening to the state's macroeconomic policy is - energy saving the development of small displacement, so many economy cars to form products, and Policy Support for this product negative, leading to market is very small, weak growth. BYD's success is no A0-class car, such products have obvious advantages, but Chery product design has started many years ago, the current market products difficult to change the status quo. Chery to listen to the market should not be policy Huyou.
4. Zotye SUV to enter the Indian market this year plans to ship all
8000 Thailand plans to export to India, SUV, 8000, and in addition 1.5L versions, will be equipped with diesel engines for the Indian market.
It is understood that all Thai exports of the electric SUV is the oldest car manufacturers in India Business Premier cooperation, both sides signed in October last year import agreement. all Thai exports of complete sets of parts to the Premier, the Premier is located in Pune, Maharashtra India assembly plant, and named Rio. now ...
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