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试水直营模式,头部合资车企渠道集体变革
第一财经· 2025-08-21 13:58
Core Viewpoint - The article discusses the rapid development of the new energy vehicle market and the strategies adopted by joint venture car manufacturers to regain market share, particularly through the implementation of a "one-price" model and direct sales approaches [3][4]. Group 1: Market Dynamics - The traditional sales model in the automotive industry has been disrupted by new entrants like Tesla, which utilize a direct sales model with transparent pricing [3][4]. - Joint venture brands are facing pressure as their market share has dropped to 36% in the first half of 2025, despite some brands experiencing a rebound in sales [5]. Group 2: Direct Sales Model - The introduction of the direct sales model by companies like FAW-Volkswagen aims to eliminate price negotiation, allowing customers to pay directly to the manufacturer [3][4]. - FAW-Toyota and SAIC-GM have also adopted similar strategies, with SAIC-GM focusing on inventory reduction and a production model based on sales [4]. Group 3: Role of Dealers - In the new direct sales model, the role of dealers is shifting from sales leaders to service providers, focusing on customer service rather than sales commissions [4][5]. - A dedicated team has been established by FAW-Volkswagen to ensure effective communication with customers, enhancing service quality [5]. Group 4: Pricing Strategy and Sales Impact - The "one-price" strategy has led to significant sales increases for certain models, such as the Buick Envision Plus, which saw monthly sales rise from under 5,000 to over 10,000 units after adopting a fixed price of 169,900 yuan [5]. - The average promotional discount for joint venture fuel vehicles reached 23.1% in the first half of 2025, up from 13% in 2023, indicating a strategic approach to pricing [5].