Auto & Transportation

Evergrande did not sell a single car, and the 2020 financial report has 15.4 billion revenue; Jia Yueting announced the "return" and "return" in stages, and Faraday Future (FF) has raised new financing...

Crazy capital has never let go of new car-building forces, and under the epidemic, the ability of China's auto market to quickly repair has made foreign auto companies even more eye-catching. The landing speed of foreign-funded and joint-venture models has accelerated, and high-quality new products have blossomed for the second time.

Self-owned brands can't let go for a moment.

New brands, new technologies, new products, new formats-China's auto market is ushering in an unprecedented "Warring States Era".

In the post-epidemic era, with the uncertain international political and economic situation, the "internal loop" has become the current industry consensus. "Self-reliance and self-sufficiency" is becoming the mainstream trend of the development of China's auto industry, and it will also trigger a major reshuffle of the industry and new changes in the market.

The electrification is unstoppable,

New energy vehicles will occupy a strong advantage

The development of new energy vehicles is the need to ensure my country's energy security and industrial security, and it is also an inevitable choice under the goal of carbon neutrality and carbon peak.

From the "ten cities with 1,000 vehicles" of new energy vehicles to the present, my country's new energy vehicle industry has made considerable progress. New car-making forces represented by Weilai, Xiaopeng, Ideal, etc., have emerged, initially gaining a foothold and maintaining rapid growth.

At the same time, traditional car companies are also actively deploying new energy vehicles. BYD, SAIC, FAW, Geely, etc. are catching up with impressive results.

At present, the "three-electric" technology of new energy vehicles has undergone earth-shaking changes. The battery energy density has been greatly improved, the safety factor has been greatly increased, and the cost has been gradually reduced.

The market is the best barometer.

Data show that in 2020, the proportion of personal consumption of new energy vehicles will rise sharply to nearly 70%, and the proportion of purchases in non-restricted cities will reach 60%. Market driving factors indicate that consumers are more and more accepting of new energy vehicles, and the increase in the personal market for new energy will also be magnified.

In the context of "internal circulation",

Self-owned brands will rise

At the moment when anti-globalization is on the rise, a firm grasp of core technologies, realization of independent control, and establishment of independent brands will become the focus of the development of China's automobile industry.

Since the beginning of this year, the domestic automobile market has been steadily improving, and the market share of Chinese brands has returned to an upward channel, and the growth rate is likely to increase. At the same time, the growth rate of sales in the international market has also increased. This shows that the market vitality of Chinese brands has been stimulated after practicing their internal skills and achieved good results.

Chinese independent auto brands are using their own actions to get rid of the stereotype of low prices and low quality, and are gradually recognized by the market.

Under the background of internal circulation, Chinese auto brands need to start independent research and development of key parts and technologies, fill up shortcomings, strengthen supply chain and product chain, etc., to promote the leapfrog development of China's auto industry and achieve a real rise.

Tier 1 and Tier 2 cities are becoming saturated,

The car market will sink

With the gradual saturation of the automobile market in China's first- and second-tier cities, how to tap the sinking market has become the focus of research by major automobile companies.

In order to help the revitalization of rural areas, national government departments actively issued documents to encourage cars to go to the countryside, and gave corresponding favorable policies.

Cars going to the countryside is not only an important direction for the country to promote the orderly growth of the automobile market, but also a key task for driving the internal economic cycle. More importantly, while promoting automobile consumption, going to the countryside can help OEMs improve their sales networks, expand market boundaries, and enhance terminal soft power.

The new infrastructure has landed,

The Midwest will usher in development

Under the internal circulation model, the state will increase its efforts in key infrastructure projects and new infrastructure. The "infrastructure madman" during the epidemic also demonstrated the strength and speed of China's infrastructure.

In this context, the relatively backward development of the central and western regions will usher in a new round of development opportunities, the commercial vehicle market may be the first to recover, and the central and western auto market will also further expand.

Under the background of internal circulation, China's auto market will usher in a new round of great changes (shuffle). The crowds are competing, but understanding the trend of automobile consumption, grasping the direction of future automobile development, and accelerating the layout to seize the market is what every enterprise needs to think about.