破界重构 共创汽车渠道新生态 2025中国汽车流通行业年会在海口召开

Core Insights - The 2025 China Automotive Circulation Industry Annual Conference and Expo was held in Haikou, focusing on industry trends and challenges in the context of rising penetration of new energy vehicles (NEVs) [1] - The automotive distribution channels are shifting from scale expansion to integration, innovation, and digital transformation, necessitating a user-centered ecosystem [1] - The total number of 4S stores in China has decreased by 1.9% to approximately 32,000 by mid-2025, indicating a trend towards optimization and quality improvement in the industry [1] Industry Trends - The independent sales service network for NEVs has surpassed 23,000, but its growth rate is slowing, reflecting a shift in focus from expansion to quality enhancement [1] - There is a notable increase in the growth rate of exhibition-type outlets within the NEV independent sales service network, while traditional 4S stores and after-sales outlets are experiencing slower growth [2] - The automotive culture is evolving, with over 50% of respondents expressing a willingness to modify their vehicles, indicating a shift in consumer preferences towards overall driving experience [2] Channel Transformation - The essence of channel transformation is changing the business relationship between manufacturers and offline stores, with a focus on enhancing customer experience and reducing negotiation stages [3] - The industry is moving towards a "1+N" channel model to achieve cost reduction and efficiency, transitioning from integrated 4S stores to a more diversified channel approach [3] - Predictions indicate that the domestic new car registration volume is expected to reach 28 million units in 2025, with retail sales of passenger vehicles projected to grow by 5% [3] Collaborative Strategies - Traditional channel networks are seen as both a burden and a valuable asset during the transition to electrification and intelligence in the automotive industry [4] - Companies like Toyota and Volkswagen are exploring hybrid models such as "direct sales + agency" to enhance dealer profitability and adapt to market changes [4] - The future of the automotive channel is expected to be diverse and ecosystem-oriented, emphasizing healthy manufacturer relationships and sustainable profit models as the foundation for industry growth [4][5]