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贸促会王侠:汽车行业必然经历内卷的阵痛,最终结果是兼并整合
Jing Ji Guan Cha Wang· 2025-06-06 06:51
6月6日,在2025中国汽车重庆论坛开幕式上,中国贸易促进会汽车行业委员会会长王侠提出,以价格战为主要体现方式的行业内卷和由兼并重组带来的产业 格局重塑,已经成为2025年最能牵动全行业敏感神经的两大现象。 王侠表示,内卷是变革不可避免的阵痛,也是可持续发展的杀手。兼并整合是内卷的必然结果,也是治理内卷的重要手段。 在王侠看来,适度的降价、有序地竞争本是市场经济的正常现象,也是行业从稚嫩走向成熟的必经阶段,但无底线的价格战和盲目的技术狂飙势必挤压企业 合理的利润空间,进而影响产品和服务质量,长远来看,对企业、对消费者都是不利的。 王侠特别强调,千万不要把内卷的风气带到海外去。国际市场环境对低质低价、短期行为的包容度更低,如果从"内卷"发展成"外卷",将会把宝贵的增量市 场搅浑为红海市场,百害无一利。 另外,针对产业格局变化,王侠提出,目前中国汽车产业呈现出的市场容量增长停滞、利润下降、市场集中度进一步提升等现象,正是进入产业成熟期的典 型特征,兼之中国高速经济发展机制与各地抢占产业制高点的投入,汽车行业的兼并重组浪潮将不可避免。 以下为演讲节选内容: 近两年来,价格战愈演愈烈。据不完全统计,2024年国内车市 ...
魏建军再谈汽车业价格战,降价10万元的车你敢买吗?
Xin Lang Cai Jing· 2025-05-24 12:17
Core Viewpoint - The Chinese automotive industry is facing significant challenges due to prolonged price wars, leading to a decline in profitability and potential risks for companies and suppliers [1][3][6]. Group 1: Industry Challenges - The automotive price war initiated by Tesla in January 2023 has lasted nearly 900 days, resulting in a situation where brands are experiencing revenue growth without profit [1][3]. - The profit margin in China's automotive manufacturing has decreased from 7.8% in 2017 to 5.0% in 2023, with projections of further decline to 4.4% in 2024 [3]. - The financial health of suppliers is deteriorating due to excessive price-cutting demands from automotive companies, leading to a risk of supply chain disruptions [6][7]. Group 2: Company Performance - Great Wall Motors reported a revenue of 202.195 billion yuan in 2024, a year-on-year increase of 16.73%, and a net profit of 12.692 billion yuan, up 80.73% [4]. - The company has maintained a strong cash flow, with net cash flow from operating activities reaching 27.783 billion yuan, a 56.49% increase year-on-year [4]. - Great Wall Motors has invested over 10.4 billion yuan in R&D in 2024, representing 5.2% of its sales, and has consistently ranked first in patent filings in the automotive sector in China [5]. Group 3: Quality and Safety Focus - Great Wall Motors emphasizes a high standard quality management system, ensuring rigorous oversight from supply chain management to manufacturing processes [8][11]. - The company has invested in advanced testing facilities to enhance vehicle safety and performance, achieving multiple safety certifications for its models [8][11]. - The commitment to quality is reflected in the company's approach to product development, which prioritizes safety and reliability over rapid production timelines [7][11]. Group 4: Industry Outlook - The automotive industry is undergoing a transformation from a "large and scattered" model to one of "strong collaboration," but challenges remain in efficiency and cost management [2]. - The industry is witnessing a trend of excessive marketing and unrealistic expectations regarding product capabilities, which could lead to consumer dissatisfaction and safety issues [10][12]. - There is a call for adherence to ethical business practices and a focus on sustainable development to ensure the long-term health of the automotive sector [9][12].