倡议优化返利兑现政策汽车行业“反内卷”打响第二枪

Core Viewpoint - The automotive industry is experiencing significant pressure on dealers due to delayed rebate payments from manufacturers, prompting calls for policy changes to alleviate financial strain on dealers [1][2]. Group 1: Rebate Policy Issues - The All-China Federation of Industry and Commerce Automotive Dealers Chamber has issued an initiative urging manufacturers to optimize rebate policies and shorten payment periods to help dealers manage cash flow [1][2]. - A survey of 42 automotive brands revealed multiple issues with rebate structures, including complexity, significant differences in payment timelines, and restrictive usage conditions [1][2]. Group 2: Dealer Financial Strain - A report from the China Automobile Circulation Association indicates that 84.4% of dealers face price inversion, with 60.4% experiencing inversions exceeding 15%, severely impacting liquidity [2]. - The automotive dealership sector is capital-intensive, requiring substantial upfront payments to manufacturers, which exacerbates financial pressure when rebates are delayed [2]. Group 3: Industry Response - Several manufacturers, including GAC Group and BMW, have committed to completing rebate payments within 60 days, marking a positive shift in the industry [3].