Recently, GM and Honda have rushed back to fashion. From April, all the joint ventures of the two brands no longer announced the wholesale sales of the manufacturers, but directly announced the retail sales of dealers. Of course, this also led to a slight decline in the sales figures of the two car companies in the month, which is not as good as before. This kind of approach is courageous.
There are three types of sales data for auto companies. One is the wholesale quantity, which is the quantity of manufacturers wholesaled to dealers, including the inventory of dealers. It also includes the number of dealers who are still on the road and still have not arrived at the dealership. The second is the retail volume. It is the terminal sales volume of the dealer. The third is the amount of sales on the Transportation Bureau, which is the actual sales delivered to the consumers, and is also the most realistic sales data.
In the past, car companies submitted to the China Association of Automobile Manufacturers are wholesale manufacturers, it looks very large, but may be puffy. In recent years, dealers have high inventory and repeatedly issued difficulties to manufacturers, demanding to reduce inventory, because inventory will increase the pressure on dealers. Last year, many luxury car brand dealers also collectively uprising, requiring manufacturers to reduce the burden. Most of these protests are high in stock.
GM and Honda took a step forward and announced the retail sales of the terminal to the public, squeezing out the moisture of the original sales data, giving the auto industry association, the media, the public and other investors a real sales situation, which has certain positive significance, at least It allows investors to see the real situation of the auto industry, no longer blindly investing, avoiding duplication of construction. Honda China explained that terminal sales can reflect actual market demand and sales.
This year, the Chinese auto market entered the new normal with the overall economy. In April, the top five in the auto market took the lead in launching a price war. The day before yesterday, Shanghai GM announced the price cut with the fire camp, the highest drop of 50,000 yuan, becoming the most powerful car company since the start of the price war. This situation has forced car companies to return to reality, squeeze out water, refuse puffiness, and build core competitiveness. The release of retail volume should be a manifestation of the new normal of the car market.
However, if you think about it, is there any other practical significance in publishing the retail volume? For consumers, product quality, price, and after-sales service are the most worthy of attention. Wholesale volume or retail volume has no reference value for buying a car. For dealers, it is most beneficial to reduce inventory and increase revenue. Manufacturers' announcement of retail sales does not mean much to them.
In fact, the media has been calling for years to announce the amount of cards in one step. This is the most realistic standard for measuring the road on the road, and it is also the most practical. For government policy makers, this data can truly show the amount of road traffic, providing an important basis for the development of transportation and related policies. For consumers, this data can show the real sales of the car and provide a reference for buying a car. For investors, this data truly reflects the actual sales and competitiveness of a brand, which can improve the accuracy of investment. For dealers, this data can show the actual sales to the manufacturers, providing the most real evidence to eliminate the manufacturer's pressure.
However, the amount of data on the card is not in the hands of the manufacturers, but in the hands of the vehicle management department. The statistics of foreign car sales are generally from the number of cards, and are released by the vehicle management department on time. In China, in order to get these data, it is necessary for manufacturers to "walk the relationship."
In the case that the automobile market enters the new normal state and the industry faces an inflection point, the data on the card is still monopolized by the power department, so that we can not see the real situation of the automobile industry, and the cloud cages also give some enterprises the opportunity to fish in troubled waters.
The retail volume of the terminal has been announced, will the release of the card be far behind? Don't care, don't be too optimistic.
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