Unknowingly, half of 2017 has already passed. In the first half of the year, there are some things that make you deeply remembered. Now, in retrospect, you can't help but exclaim that you really didn't expect it? In fact, there have been a lot of unexpected events in the car market. Here, Che Yujun sorted out ten of the most unexpected car events in the first half of the year. Let's take a look! !
Geely bought Proton
Geely Automobile's acquisition of Malaysia’s Proton Motors (acquires 49.9% of the shares of Proton Motors and 51% of Lotus, which is definitely the heaviest thing in the domestic auto industry in the first half of the year). Moreover, Geely Automobile's cross-border acquisitions are fast, and it is only a matter of months from the official announcement of Geely Proton to “buy and leaveâ€. It has to be said that the overseas mergers and acquisitions that Geely has accumulated over the years The strength is really amazing!
However, compared to the acquisition of Volvo Cars, Geely's shot in 2017 may not be optimistic about the majority of people, the current Proton is a mess, and even the Malaysian government have been blunt about this. The data shows that in FY2016, the sales of Proton Motors were 72,290 units, down 30% year-on-year. The market share in Malaysia has already dropped from a peak of 74% (1993) to around 15%. The current situation of this car company is visible. One spot. In fact, before Geely entered the stock market, Proton Motors, which had been in a difficult business situation, had been "seeking" for a long time on a global scale.
Compared to Fuxing Proton Motors, more people think that Geely's main goal this time is that Lutes (from the acquisition of equity, it seems to be the case), after achieving absolute control of Lotus, Geely will have from From ordinary family cars to high-end cars to luxury cars to the complete product lineage of supercars, in the future, what they need to do is rejuvenate Volvo's experience to bring Lotus's second spring, Shun along with Proton Automotive to open up the Southeast Asian market. If we can achieve our goal, it will certainly be another leap forward for Geely Automobile at the corporate level.
Chery buy back Kai Wing
Putting the Chery repurchasing the Kaiyi in such an advanced position does not mean that the influence of this incident is very large (it is estimated that Chery's internal people will care about it), but because it is too unexpected and it is It's easy to make up your mind before you let it go. It didn't take long for you to take the initiative and come back. It really made a lot of people stunned.
Kay Wing Motors is a friend who pays attention to the automobile circle and knows it well. After the trial and error of Chery’s multi-brand strategy, it determines the so-called “bad assets†that are peeled off when it returns to a brand. However, it is based on the efforts already made. The use of resources and the use of resources can not be wasted, and eventually evolved into the Kai Wing car project.
As far as their origins are concerned, the development of Kaiyi Automobile in the past two years has been considered very good. In 2015, it sold 24,000 vehicles; in 2016, Kaiyi achieved a 79% year-on-year increase, with sales reaching 43,000 units. In the first half of 2017, The sales volume has not yet been announced (from January to May for sales of 24,600 vehicles), but achieving positive growth should not be a problem. Chery chose to take back the Kaiwing Motors at this time, and it may also be the restructuring of the company that saw the Kaiwing Auto Market perform well. But the question is: Will Chery be caught in the quagmire of multi-brand fighting after recovering Kaiyi?
"South Audi" storm
SAIC Motor’s joint venture with Audi has already been reported by the end of 2016. However, this “spy game†of the auto industry was really culminating in 2017, and several of the drama’s ups and downs were even more dramatic. Frightened the entire automotive industry.
Since November 2016, it was the first stage of the "South Audi" storm. The project had just been exposed. At this time, everyone's discussion focused on how much resources Audi can allocate to SAIC. FAW will not feel grumpy and so on? Since then, the Audi dealership alliance has become the core strength of the dominant tense development, the storm has quickly transferred to the second stage, dealers jointly "forced the palace", and at this time the mainstream public opinion began to pay attention to how to protect the interests of Audi dealers and other issues , SAIC Audi project will be forced to stop the wind has also been reported.
The "Sanya Statement" in March marked the event's formal entry into the third stage, which confirmed that the SAIC Audi project can be implemented, but it must have prerequisites to delay the implementation of the SAIC Audi project on the basis of full protection of the existing dealer rights and interests. . Originally, it was decided that the tense state of affairs had already reached a conclusion. However, in May, it was reported that Audi had replied and no longer acknowledged that Audi would have "only one sales network" in China. This would make the future of the SAIC Audi joint venture once again doubtful. By June, it was reported that the SAIC Audi Group's multiple project preparation teams had been dissolved, and the technical and management backbones had all been transferred back to the original departments. SAIC's Audi project was to be yellowed. Although later the company’s internal executives denied it, SAIC’s joint venture with Audi could still not be able to make it. It is really impossible to say now.
An Tiecheng replaced Liu Weidong
How much can a leader determine the quality of a business? This problem is difficult to judge, but from the previous practice of Shenlong Motor, the company's recent market performance of the "pot" or gave it to the helmsman, Liu Weidong, the man in charge of 16 years of Shenlong Motor, suddenly exit.
This personnel change is also understandable. If the market performance is not good, it is commonplace to change the number one position in the automobile circle. In 2016, the sales volume of Shenlong Motors was only 6.002 million units, a year-on-year decrease of 14.77%, and it is a dual-brand vehicle model. Sales volume fell simultaneously. After entering 2017, the situation is even more severe. In the first half of the year, it is very likely that sales will lose half of their income. Under such circumstances, Liu Weidong will be lucky to retain his position in the Dongfeng Group.
The key to this job change is actually the replacement of Liu Weidong’s candidate – An Tiecheng who had just airborne from FAW. As the saying goes, the tree will be moved to death, faced with a number of issues in the market performance, after-sales service, channel construction, etc., An Tiecheng can not come to a doctor to get sick, and look at the performance of Shenlong Motor in the second half of the year .
Mitsubishi's Counterattack
Mitsubishi may be the most distressing brand in these years. Especially in the domestic market, this once-technical car company has provided platform and engine technical support for numerous car brands, and has basically been unlimited. Marginalization, news about the brand is rarely reported in recent years, and once related reports are basically not positive.
Into 2017, as if suddenly, Mitsubishi Motors "opens up," and it is rare for the domestic market to rise steadily. In the first half of this year, Guangzhou Automobile Mitsubishi hit sales records one after another. It almost doubled every month. From January to June, 54.216 vehicles were sold, a year-on-year increase of 182%.
Although the mainstream view of the industry has consistently discouraged auto companies from "walking in one leg," it has to be said that Mitsubishi's strategy of discarding cars in the Chinese market focused on the SUV market has worked, and more accurately, it is in the GAC Mitsubishi-made Outlander car. The treasure, the current average monthly sales of the car remained above 6,000. In the domestic automobile market, after the Great Wall, there has been another case of supporting a company with a car.
Korean car declining
The Korean car is really planted this time. Concerned with Che Yujun's friends should have discovered that in the sales analysis articles in recent months, Che Yujun will particularly comment on the performance of Korean cars, not with colored glasses. The problem, but the gap in its overall market performance is really too great.
The public sales figures show that Hyundai’s cumulative sales in China in the first half of this year were 301,000 units, which only completed 24% of the annual sales target, while Kia Motors sold 127,000 units in China in the first half of the year, and the target set at the beginning of the year It is 700,000 and the completion rate is less than 19%. Looking at the latest monthly sales in June, Hyundai Motors sold 35,000 vehicles, a year-on-year drop of 64%; Kia Motors sold 17,000 vehicles, a year-on-year drop of 62%.
The main reason why Korean cars have experienced such a major change in China is that everyone should be aware that the political crisis caused by the Saddam system in China and South Korea is different from the recovery of Japanese cars after the Sino-Japanese political crisis a few years ago. Korean cars seem to have been difficult to turn over, and Chinese brands are gradually growing up. In comparison with independent brands, the product power of Korean cars at the same level will become less dominant, and even if the crisis is lifted in the future (not yet seen To the signs of easing, only the Korean cars with an advantage of cost-effectiveness can hardly take away the market from the same brand with their own cost-effective self-owned brands. The outlook for Korean cars is worrying.
BYD employees' "limited car order"
The fact that BYD has not had much news in the last two years is actually a good thing. It can be seen that this Chinese car company focused on the new energy industry has a lot of practicality and has grown a lot. However, in the beginning of the Lunar New Year 2017, BYD Auto had a sly feeling of existence. At that time, a so-called BYD employee “limited car order†was circulated online.
The general content is that from February 13 onwards, all non-BYD cars are not allowed to enter BYD (living area and factory area). Violators will not only cut off their promotion and salary increase on BYD's road. Your own leadership is punished.
Looking at global car prices, BYD is not the first to do so, but at home, such a restriction should have appeared for the first time, and soon it has exploded on the Internet. The views on this matter are also mixed. The supporting party thinks This can enhance the collective sense of honor and cohesion of employees, but the opposition also has a clear-cut expression that this is a practice of restricting personal freedom. It is not desirable. Che Yujun's view is that as long as the company's internal regulations are not illegal, we do not need to care too much as an outsider. We only hope that BYD will properly handle the follow-up issues after the implementation of the order.
Chang'an Commercial Vehicle "Commercial Transfer"
During this year's Shanghai Auto Show, Changan Commercial Vehicle quietly changed its name and stated that it would have to fully operate the passenger vehicle business afterwards. The renamed Changan Commercial Vehicle follows the name of a previously modeled car, Chang An Auchan.
In fact, Chang’an Commercial has long been a passenger car-based business. Sales data for 2016 shows that Chang’an Ono, Chang’an Auchan, Chang’an CX70 and other MPV and SUV models are among the 428,139 units sold by Chang’an Commercial. Sales accounted for 83.75% of sales. In view of this, it's hard to justify the continued use of the name of a commercial vehicle. After all, it still has to give its personal vehicle model a sense of identity.
After the change of name, it can be predicted that Changan Auchan will pay more attention to the development of the passenger vehicle business. Then a question arises. Can Chang An Auchan and his brother brand Changan Automobile coexist peacefully? At present, the answer is no, Changan Auchan and Changan Automobile are highly resource-sharing in terms of R&D, design, etc. Most of the models of the two brands have overlap in the market, and the “brotherhood†is likely to become long-term. One of the persistent illnesses that has constrained the development of Dachang’an, the severe fluctuations in the performance of the Chang’an auto market over the past two years is constrained by this. In the future, how to make the models of the two brands staggered across the market to avoid internal friction will be the ultimate test for Chang’an’s senior management team. .
Tencent shares in Tesla
Inattentive, Tencent has become the fifth largest shareholder of Tesla.
Recently, Tencent Motors has invested in Tesla and purchased Tesla’s 5% stake for US$1.78 billion. It officially became one of the major shareholders of this powerful new energy auto company.
What are the respective demands of this cooperation between Chinese and foreign companies? We may wish to make speculations. For Tesla, financing has always been a top priority, not to mention the fact that it is currently at a critical point in deciding whether or not it will be able to expand in the automotive industry (the Model 3 electric vehicle for the mass market will be launched soon). The injection of funds. Moreover, Tencent is a domestic Internet giant, allowing Tencent to become one of the major shareholders, but also conducive to Tesla to further explore the Chinese market, first of all in marketing can play a lot of tricks, and secondly, in the policy tilt may also be able to discuss It's quite a lot cheaper.
For Tencent, Tencent is also a deep participant in the cross-border construction of the Internet in the past two years. Together with Foxconn builds electric vehicles and invests in Weilai cars, Tencent also has interests in the automotive industry. Now, it can be borrowed. Tesla's fame has been operating its own influence in the field of electric vehicles.
Of course, this does not rule out this as a simple capital operation of Tencent, a Chinese Internet giant.
Ding Lei left
Ding Lei’s departure from Letv was actually a personnel change in the industry that was relatively heavy. The reason why it was last written was that everyone actually guessed when the old artillery of the auto industry would jump out of the hardship of LeTV. Therefore, many people will not be surprised when he leaves.
On March 20th, LeTV’s co-founder Ding Lei announced that he officially resigned his position in LeTV by means of a personal social networking platform. The reason was “physical health reasonsâ€, but he left when LeEco was seriously short of money and the business fell into a major crisis. The reason is that nobody will believe it at all. Obviously, there is no hope for the follow-up development of LeTV and LeTV. It is the direct reason why Ding Lei chose to leave.
Now, it seems that Ding Lei is on a very good time. The crisis of LeTV is currently getting bigger and bigger. Not long ago, the LeTV Group founder and chairman Jia Yueting could not hold back and announced that he resigned from LeTV. All positions, and rushing to the United States to save the Faraday Future, cast a darker shadow on the future of LeTV. This was a momentous moment and stirred up a storm in the domestic capital market. Can companies, with their so-called eco-chain concept, stand still? How long can you stay? Let us wait and see.
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