Core Viewpoint - The automotive industry is facing significant challenges due to a price war initiated by leading manufacturers, which has led to increased pressure on dealerships and a cycle of negative impacts throughout the supply chain [1][2]. Group 1: Industry Challenges - The price war has resulted in a maximum price reduction of 53,000 yuan, causing widespread panic among manufacturers and dealerships [1]. - Dealerships are experiencing operational pressures, reduced profitability, high vehicle inventory, and tight cash flow, with many reporting significant losses [1]. - As of April this year, the domestic passenger car inventory reached 3.5 million units, an increase of 120,000 units year-on-year, indicating forced inventory pressure from manufacturers onto dealerships [1]. Group 2: Proposed Solutions - The initiative by the All-China Federation of Industry and Commerce's Automotive Dealers Chamber aims to respect channel value and end the practice of forced inventory, allowing dealerships to focus on customer service [2]. - Measures such as correcting price discrepancies, timely rebates, and shortening payment cycles are essential for maintaining dealership cash flow, which is critical for their survival and service quality [2]. - The initiative also emphasizes the importance of protecting brand and consumer rights by preventing frequent price changes that could damage brand image and consumer trust [3]. Group 3: Industry Consensus - There is a growing consensus in the industry to reject price wars, recognizing that a healthy dealership network is vital for a sustainable automotive industry [3]. - The shift from price competition to value competition, focusing on technology, quality, and service, is necessary for the long-term development of the automotive sector [3].
破局汽车业“内卷” 推动产业链“共荣”
Zheng Quan Ri Bao·2025-06-03 16:43