汽车经销商如何穿越周期？易车志解码“稳扎稳打”下的韧性增长逻辑

Core Insights - Jietongda Group has achieved over 10 billion RMB in revenue and sold over 70,000 new vehicles in 2024, focusing on long-term development in the Tianjin and Yunnan markets [1][2][9] - The company operates 44 automotive brands and serves over 1.1 million car owners, emphasizing the importance of service capability in the automotive dealership sector [2][4] Group Strategy - Jietongda Group's strategy is centered on deepening its presence in the Tianjin and Yunnan markets, avoiding blind expansion and focusing on the quality of individual stores [6][19] - The company has maintained a sales growth rate of over 10% in recent years despite fierce competition in the automotive market [6][9] Business Performance - In 2024, Jietongda Group's new car sales exceeded 70,000 units, with used car sales reaching 17,000 units and vehicle maintenance exceeding 660,000 instances, resulting in approximately 14 billion RMB in revenue [9][14] - The used car segment has shown strong performance, with sales reaching 17,000 units and revenue surpassing 480 million RMB [14] Growth Engines - The company has been actively developing its new energy vehicle (NEV) business since 2018, collaborating with several NEV brands and establishing a comprehensive NEV shopping mall in Tianjin [10][12] - The used car business is also a critical growth area, with plans to enhance brand influence through quality assurance services and retail outlets [14] Industry Perspective - Jietongda Group's chairman believes that traditional dealership models will not disappear, as they provide localized service capabilities that are essential in the automotive market [15][17] - The automotive industry is undergoing significant changes, and companies must adapt to new sales models while maintaining integrity and professional service [17][19] Future Directions - The company is exploring new media strategies, such as live streaming and short videos, to engage online customers and activate its existing client base [20] - Jietongda Group aims to focus on long-term customer value and believes that the automotive market, valued in trillions, will present new opportunities for those who adhere to a long-term strategy [22]