New energy vehicle subsidies countdown to the countdown, some stores have no cars to sell

The “balance” of the transition period of subsidies has not been left, and the domestic new energy vehicle market has begun to “squat”.

“There are a lot of people coming to the store to watch the car during this time, because the transition period of the new energy vehicle subsidy policy ended on June 25.” A salesperson of Geely New Energy 4S store in Beijing told the Daily Economic News reporter that the transition period After the manufacturer will definitely raise the price, it is still uncertain how much will be mentioned.

Some analysts believe that the sales of new energy vehicles in May is expected to reach a high point, which is in contrast to the relatively low data in April. Yan Jinghui, an auto industry analyst, also analyzed the "Daily Economic News" reporter. After the subsidy new deal was announced, most consumers entered the wait-and-see period in April. This part of consumption is expected to be released in May-June. In the aftermath of this period, the new energy vehicle market may fall back to a low point.

Some 4S stores have no cars to sell

At the end of March this year, the Ministry of Finance and other four ministries and commissions issued the "Notice on Further Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles" (hereinafter referred to as the "Notice"), after the news of the subsidies for new energy vehicles subsidies discussed in the market has finally fallen. set. Due to the relatively large retreat, the Notice has set a three-month transition period for enterprises and markets (until June 25), and there is currently about one month left.

Although many car companies have slogan for not relying on subsidies to develop new energy in propaganda, when the subsidies have fallen sharply, can the car companies keep their own pockets to maintain the original price of the products?

"At present, the main push in the store is GAC Aion-S, the sales are relatively good, but there is no current car." A salesperson of Guangzhou Guangqi New Energy 4S store told the reporter of "Daily Economic News" that the car manufacturer is now Displacement production, if you place an order now, the fastest car to wait until July.

A Beijing BYD 4S store sales staff also told reporters that the number of people coming to the store to watch cars and purchase cars increased significantly during this period. Many people are worried that after the subsidy is lowered, the price will rise, so I want to be before June 25th. Complete the purchase of the car.

In the face of the subsidy policy for new energy vehicles that are about to fall back, not only consumers are rushing to buy vehicles in advance, but dealers are also stepping up their actions. “There are 40 new energy vehicles in the store at the beginning of the month, and now there are more than a dozen sold.” A Guangzhou Chery 4S store sales staff told reporters that they will give the store new energy before June 25. The car is on the card, but the consumer buys it again as a transfer car.

The general price increase is difficult to avoid

Although there is still a one-month transition period for new energy subsidy policies, there is no car company to announce the price change plan for new energy auto products after the transition period. It is only in the eyes of dealers that the price increase of new energy vehicles is inevitable.

After the implementation of the subsidy new policy, the local subsidies will be abolished, and the state subsidies will be reversal by half. This part of the money will be replenished by the manufacturers, but the manufacturers will not be able to make up all of them, so the pricing of the cars will definitely increase.” The aforementioned Chery 4S store sales staff to “Daily Economic News reporter said that not only Chery, but all new energy vehicles will increase prices.

The aforementioned Geely New Energy 4S store sales staff also hold the same view. He told reporters that the new energy vehicle subsidies have been greatly degraded, and many vehicle subsidies have been reduced by more than 10,000 yuan. Although the manufacturers have not yet determined the price change plan after the implementation of the new subsidy policy, the price increase can be almost certain.

In the view of Yan Jinghui, an auto industry analyst, the current market competition is fierce. Car companies need to consider both profits and market share. Therefore, all car companies are waiting to see the market share being squandered due to rash price increases. The situation of competing products has taken place.

The policy acts on the market, and market performance is reflected in sales data. According to the China Association of Automobile Manufacturers, in the first quarter of this year, the sales volume of new energy passenger vehicles in China was 276,000, an increase of 113.1% year-on-year. However, sales in April showed a significant slowdown, up only 66.4% year-on-year.

“When March is generally the quarterly impulse of the manufacturers, the promotion is relatively large. In April, the promotion will usually be weakened. Since the new energy subsidy new policy was announced at the end of March, many consumers are in a wait-and-see state in April. The real buying time may be concentrated in May and June.” Yan Jinghui predicted that the sales of domestic new energy vehicles are expected to rise rapidly in the past two months, but the growth rate after June will probably fall back. .

In Yan Jinghui's view, the closer to the implementation date of the subsidy New Deal, the more popular the consumer market will be. But after this node, consumers will enter the next wait-and-see period.

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