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久车GO:以“链接与赋能”重塑汽车供应链

Core Viewpoint - The automotive industry is facing significant challenges, and 久车GO aims to reshape the supply chain through a three-pronged ecological strategy of "linking demand, optimizing ecology, and digital empowerment" to provide innovative solutions for industry transformation [1][2]. Group 1: Challenges in the Automotive Market - The current Chinese automotive sales system has notable irrationalities, with manufacturers and dealers under immense operational pressure due to systemic issues accumulated over time [2]. Group 2: Linking Demand - The lower-tier markets are identified as a key driver for growth in Chinese automotive consumption, with sales in fifth-tier cities increasing by 14.6% year-on-year, nearly three times the growth rate of first-tier cities [3]. - 久车GO has established a vast third-party fulfillment network, covering over 17,000 4S stores with a localized regulatory team of more than 5,800 people, effectively activating secondary dealers in county-level markets [3]. Group 3: Optimizing Ecology - The "direct connection between manufacturers and secondary networks" has transformed the traditional multi-level distribution model, significantly reducing redundant costs related to logistics, inventory, and capital occupation [4]. - The platform has served nearly 100 dealers across 14 provinces and 31 cities, managing over 40,000 units of D-class inventory with an asset value exceeding 5 billion yuan [4]. Group 4: Digital Empowerment - The platform serves as both a "digital distribution network" and a "market sensor" for manufacturers, while acting as an "intelligent empowerment platform" for dealers [5]. - For manufacturers, the platform creates a closed-loop sales data system, providing real-time decision support for product planning and inventory allocation, while for dealers, it helps in identifying and distributing high-quality customer leads [5]. - An example includes the 一汽丰田卡罗拉 project, where the platform facilitated over 27 million exposures and provided more than 7,500 high-quality leads monthly, achieving a conversion rate of approximately 3% [5]. Group 5: Ecological Vision - The goal of 久车GO is to establish not just a trading platform but a collaborative and win-win new ecosystem, integrating information, funds, and vehicles into an efficient closed loop [6]. - As a new retail platform developed by 长久股份, 久车GO is driving the digital transformation of the automotive supply chain through a dual approach of "online trading platform + offline county-level franchises," having facilitated over 1 million vehicle transactions and served more than 50,000 dealers by November 2025 [6].