Promoting the transformation of China's automobile industry

　　　　Looking at the recent Chinese automobile circulation market, one side is that the market share of independent brands is constantly increasing, and the other is that the Chinese government is stepping up the pace to promote the automobile industry into the 2.0 era. It can be seen that the country has already The reform and development of the three aspects of the system and the circulation of the used car market have given strong policy support. The closeness of time and intensity have never been seen before. In terms of accelerating the transformation of China's automobile industry, the country's three important steps have shown its identity.

　　Liquor-to-equity ratio is open while standing still in the new technological revolution

　　On April 25th, the Ministry of Industry and Information Technology, the Development and Reform Commission, and the Ministry of Science and Technology and other three ministries and commissions jointly issued a notice on the "mid- and long-term development plan for the automotive industry."

　　At the same time, it should be noted that in terms of auto parts, the planning is heavily emphasized. It is proposed to promote the coordinated and efficient development of the entire industrial chain, build a new type of "vehicle-parts" cooperation relationship, and establish a safe and controllable key parts supporting system. , Reflecting the government's profound knowledge and understanding of the new technological revolution.

　　Automotive commentator Zhao Ying said: "'Achieving safety and control throughout the industry chain' is a good new formulation, not only highlighting the importance of core automotive components, but also pointing out the thresholds that China must cross to become a strong automotive industry. It emphasizes the industrial safety system that a car power should have. "

　　The current situation is that even with a 50:50 equity ratio, the foreign party has greater control. Due to the brand premium and lack of core technology, China's OEMs generally have low profits. Core component manufacturers are basically controlled by foreign parties.

　　The supply of core components such as engines and gearboxes is the core of a car's technology. Taking the United States as an example, the former "Local Composition Act" stipulated that the use of local parts and components must be above 70% to be classified as a US-made car.

　　Then the state proposed to build a new type of "vehicle-parts" cooperation relationship at this juncture, and the whole industry chain achieved safety and controllability, in order to make China's automobile industry gain a foothold in the tide of technological revolution.

　　The plan for the first time proposes the advancement steps of intelligent connected cars— "By 2020, the assembly rate of new cars of DA, PA, and CA systems will exceed 50% ... By 2025, the assembly rate of new cars of DA, PA, and CA will reach 80%. Fully autonomous vehicles are starting to enter the market. "

　　In the new technological revolution, the automotive industry is facing restructuring and drastic changes. The success of new energy vehicles and intelligent connected vehicles depends on the ability to integrate core technical capabilities outside the industry. If the market cannot exchange technology, it will learn from the traditional Based on the lessons of the automotive industry, it is best to start with the best and control the core technologies in the new automotive technology field as the best strategy.

　　多 Car multi-channel sales Consumer multi-channel warranty

　　Starting from July 1 this year, the new version of the “Administrative Measures for the Administration of Automobile Sales” will be officially implemented. The new regulations stipulate that the sale of automobiles no longer requires brand authorization. The implementation of authorized sales and unauthorized sales will be implemented in parallel. Dealers can carry out multi-brand operations, Different auto brand companies can jointly build a shared sales network and after-sales service system.

　　In addition, in addition to vehicle sales, vehicle maintenance will also undergo significant changes. According to Article 21 of the "Administrative Measures," "Suppliers shall not restrict the sales targets of parts manufacturers, shall not restrict dealers and after-sales services. Resale accessories. "

　　On the one hand, the "Measures" fundamentally broke the single system for authorizing auto sales brands. The auto distribution system really entered the stage of social development, readjusted the relationship between manufacturers and dealers, and strengthened the standardized operation of the existing market.

　　On the other hand, the goal of the "Measures" is to break the monopoly of the auto repair market, so that people can more easily obtain original parts, instead of having to go to a 4S shop to buy them. In this way, price competition will inevitably occur, which will promote the market liquidity of aftermarket accessories and reduce prices.

　　In other words, the new rules will allow the car sales to achieve the "three multi-mode", that is, suppliers can sell in multiple ways and channels, dealers can operate multiple brand products at the same time, provide after-sales service for multiple brand cars , Consumers can buy cars and enjoy services from multiple channels.

　　At the same time, the development of the diversified sales trend will also promote the sinking of automobile distribution networks to third- and fourth-tier cities and rural areas, which can better meet the needs of urbanization development and effectively release the consumption potential of these areas.

　　With the improvement of the quality and efficiency of distribution and the further optimization of the supply of products and services, "the new management approach will become a key to stimulate the vitality of the automotive market.

　　Second-hand car trading volume increased

　　On March 21, the Ministry of Commerce, the Ministry of Environmental Protection, and the Ministry of Public Security jointly issued the "Letter on the Implementation of the Policy to Cancel the Relocation of Second-hand Cars", and once again proposed that all regions should expedite the policy of removing the second-hand car.

　　Restriction of used cars has always been the main sticking point for the circulation of used cars across the country. Many used cars that originally meet national standards cannot be normally distributed in the market.

　　This letter from the Ministry of Commerce, the Ministry of Environmental Protection, and the Ministry of Public Security has been unprecedented in strength. In particular, it is standardized in a few sensitive places that can “make hands, feet, and word games” to eliminate the possibility of “yang Fengyin violation” in various places.

　　At this point, Jiangxi has completely revoked the second-hand car relocation policy, and the second-hand car transaction regulations in Hainan have been changed to comply with the standards. The relocation policy of used cars should be cleaned up and cancelled in time.

　　The above data shows that the liquidity of the used car market is developing to the favorable side.

　　However, due to the long-standing policy restrictions on second-hand cars and the geographical fragmentation, continuous efforts are needed to improve the level of supervision and implementation.

　　Professor Wang Jingbo, Dean of the Institute of Government of Law, China University of Political Science and Law, suggested that the Ministry of Environmental Protection and other ministries and commissions should report to the State Council or the General Office of the State Council to re-issue a new policy document on the policy of removing the restrictions on second-hand cars, and unify the "allowed restrictions on moving vehicles Type "stipulates whether the" exceptional rules "include" used cars ", so as to prevent the possibility of non-enforcement.

　　Based on the above, the timeline is March 21st, April 25th, and July 1st of this year. The policies involve the opening of share ratios, the integration of parts and components industry, the breaking of a single sales channel, and the lifting of the ban on second-hand car visa restrictions. The time is intensive. And the breadth of the issues involved can be seen.

　　The first is that the three ministries and commissions jointly issued a letter to lift the ban on second-hand cars. After years of rapid growth in the automotive market, China has begun to enter the car replacement period. The second-hand car restriction is the number one enemy that prevents old cars from replacing new ones. The country must first let the people spend their money before they can continue to issue new banknotes. In the process, it will drive GDP and economic structural adjustments. The same reason applies for lifting the ban on second-hand cars. This shows that the country must first put a button on the overall circulation. Only by opening can the automobile industry continue to roll forward with the wheels of history.

　　Secondly, the three ministries and commissions jointly issued a notice on "Planning", which aims to relax the share ratio and build a new type of "vehicle-parts" cooperation relationship. Then, the big "machine" of the automotive industry can run, and where is the future direction? ? A sentence often said by independent brands this year is "We must overtake in the corner of the new energy and smart connected era." In the previous era of the automotive industry, Chinese brands did not take the lead, so facing a rare opportunity in the new era The country has realized deeply the need to firmly grasp the core components industry of new energy, which will be the cornerstone of all superstructures in the future.

　　Finally, the new version of the “Administrative Measures for the Administration of Automobile Sales” to be implemented from July 1st, lifting a single sales channel and a single maintenance channel. In simple terms, where you have money and products, where do you sell them? Satisfaction? The "Auto Sales Management Measures" is the answer. In the future, "auto supermarkets" and "car hypermarkets" will become a reality. The price of cars will become an output of market regulation. The purchase of cars will become a transparent and fair transaction. After sales will be a convenient and fast daily maintenance.

　　Therefore, the country has given strong policy support in the reform and development of the vehicle manufacturing end, the sales channel system, and the used car market circulation. This has forced independent car companies to rapidly develop their core competitiveness and promote China's auto industry and the international community. Converging, this big game of the Chinese automobile industry has begun to take shape.