Core Viewpoint - The automotive dealership ecosystem is under significant pressure due to factors such as the cessation of high-interest and high-rebate auto financing policies, the suspension of vehicle replacement subsidies, and ongoing market price wars, leading to a challenging environment for dealers [1][4]. Summary by Sections Industry Challenges - Automotive dealers are increasingly struggling to make profits, with many relying on ancillary services like after-sales, insurance rebates, and vehicle decoration for income, as selling cars directly is often unprofitable [2][6]. - The China Automobile Dealers Association reported that 4,419 dealerships exited the market in 2024, marking the first negative growth in dealership numbers since 2021 [2]. Dealer Profitability - The average gross profit margin (GP1) for dealers is around -16%, indicating that most dealers cannot achieve profitability through car sales alone due to price discrepancies [6]. - Approximately 80% of main sales models are experiencing price discrepancies exceeding 20%, meaning dealers could lose around 20,000 yuan on a vehicle priced at 100,000 yuan [6]. Rebate and Financing Issues - The complexity and ambiguity of rebate structures, along with significant differences in rebate payment timelines among brands, exacerbate the financial strain on dealers [8][9]. - The cessation of the "high-interest high-rebate" financing policy has severely impacted dealer profitability, as this was a crucial revenue stream for many [12][14]. Recommendations for Improvement - The automotive dealer association has called for clearer rebate policies, a reduction in rebate payment timelines to no more than 30 days, and cash payments to dealers that can be freely utilized [10]. - The association emphasizes the need for a more structured and fair market environment to ensure sustainable growth in the automotive industry [15].
亏钱卖车的经销商,如今连返利、返佣也难拿到了
经济观察报·2025-06-28 05:54