June forCarsDealers are a critical month of the year. The operating conditions of dealers in the first half of the year directly affect the strategic adjustment in the second half of the year, and June is also an important test point for the sales target at the beginning of the year. Newly releasedChina Automobile Dealers AssociationThe results of the survey show that in May 2023CarsThe dealer's comprehensive inventory coefficient is 174, up 152%, up 1. year-on-year2%, the inventory level is above the warning line.
In the past May, a number of auto shows have been held in various places, which has promotedCarsgrowth in economic consumption. Coupled with the stimulation of terminal subsidies and the release of a variety of facelifted and replacement models, consumers are enthusiastic about buying cars**. As a result, dealer inventory levels continue to decline. In order to cope with the assessment of the task in the second half of the year, the dealer replenished the inventory in a timely manner, so that the inventory level rebounded. This shows that dealerships are well prepared for the mid-year sprint, and consumers do not have to worry about not being able to pick up their cars in the coming period.
In May, China's multi-ministry jointly issued a relevant announcement, stating that it will be fully implemented from July 1, 2023National VIStage 6b of the emission standard. Not trueNational VIEmission Standard 6bCarswill be prohibited from production, import andSales。However, the announcement also mentions that for some actual driving pollutant emission test results are reported as "monitoring only" and other light weightsCarsNational VIModel B, given half a yearSalesTransition period, allowedSalesUntil December 31, 2023. This means".National VIB non-RDE models" have up to half a yearSalesGrace period.
In February,National VIThere are still about 2 million units of non-RDE models in unfilled inventory. If the policy is not introduced in time, the digestion of inventory will become a problem, and the operating pressure faced by dealers will also increase. Now, with the extensionSalesWith the introduction of the policy, the clearance of old models will be acceleratedCarsThe market** will also decline further. By the end of the year,CarsThe market war will intensify.
According to data analysis, the inventory coefficient of high-end luxury and imported brands in May was 135, up 39 from the previous month2%；The inventory coefficient of the joint venture brand is 194, up 155%；Own brandThe inventory factor is 168, up 50%。Overall, luxury, joint ventures andOwn brandThe inventory coefficient has been improved, but comparatively speaking, the luxury and joint venture brands have a greater rangeOwn brandThe ** amplitude is minimal.
This shows that consumers are rightOwn brandThe demand has been greater than the demand for luxury and joint venture brands. Analysts pointed out that less than 20% of the user groups can consume more than 200,000 yuan of models, and users pay more attention to the cost performance of vehicles. Own brandIt is favored by the market for its high cost performance and provides a smooth channel for inventory digestion. In addition, the data also shows that there are 8 brands with inventory depths of more than 2 months, which:BAIC MotorSAIC-GM BuickwithSAIC Volkswagen's inventory depth is the highest, respectively. 49 and 234。
For these brands, if they can't digest the inventory in time, dealers will face huge operating pressure and risks.
When buying a car, consumers can not only pay attention to the activities launched by the brand itself, but also pay attention to relevant policy information. Recently, the National Standing Committee and the Ministry of Commerce proposed to extend and optimizeNew energyCarsVehicle Acquisition TaxOpinions on the reduction and exemption policy, and will coordinate the development of the "100-city linkage".Carssection and "thousands of counties and towns".New energyCarsSeason of Consumption. This means that provinces and cities will introduce a new round of car purchase subsidy policies to release car purchase demand.
At the same time, June is also the node of the manufacturer's half-year task assessment, and dealers will increase the intensity of terminal discounts in order to complete the sales target. According to the forecast of the China Association of Automobile Manufacturers, the terminal sales of passenger cars in June will be between 1.70 million and 1.75 million units.
By passingCarsFrom the analysis of the dealer inventory index, we can see that June is a good time to buy a car. In order to cope with the assessment of the task in the second half of the year, dealers have increased their efforts to replenish inventory. At the same time, postponementSalesThe introduction of the policy also provides an opportunity to digest the inventory. The inventory coefficient of different brands has risen, illustratedOwn brandThe demand is increasing.
For consumers, the cycle of buying a car is not too long, and there are many opportunities in terms of policies and dealer discounts. **The introduction of car purchase subsidy policies and dealer terminal discounts will further stimulate consumers' demand for car purchases. Therefore, if you have a car purchase plan, consumers may wish to start now, and you can pick up the cost-effective models.
To sum up, the inventory is ready, the subsidy is about to be in place, and now is a good time to buy a car. In order to complete the mid-year assessment task, dealers will replenish the inventory backlog, and the war will intensify. When choosing to buy a car, consumers should not only pay attention to the activities of the brand itself, but also pay more attention to policy information to find more car purchase discounts. For dealers, combinedMarketing planningand marketing to stimulate consumer demand will be particularly important. In short, the current oneCarsThe market has a certain advantage in buying a car, and consumers can seize the opportunity to buy a car as soon as possible.