Chapter 491 The car companies that steal the limelight, some people are happy and some are worried
A lot of Nanshan Group's financial data is a secret to outsiders, but to some people in Yangcheng and Lingnan Province, it is actually not a secret.
After all, every year Nanshan Group has to provide financial statements to the tax bureau.
And Cao Yang has never supported two sets of ledgers.
So basically, the accuracy of the information Liu Tianwu obtained from the tax bureau is relatively high.
Of course, you can only see some blunt data in it, and some of the meanings and future plans behind these data are naturally invisible.
Liu Tianwu wanted to attend the summary meeting of Nanshan Group, and Cao Yang agreed after thinking about it.
The company has developed to the current scale, and it is no longer a company by himself.
Everyone is also worried about whether the development of Nanshan Group will encounter some difficulties.
Of course, so far, everything in Nanshan Group has been very good.
And just when this conference officially began, many car companies began to steal the limelight.
The better the sales of car companies, the more active they are when announcing the sales volume of each month.
On the contrary, it is the companies that do not sell well, and they want to drag it behind, so that everyone should not pay attention to them.
At 30 a.m. on January 1, Chery Automobile announced its sales in December 2008 and the sales volume for the whole year of 2008 on its official WeChat.
Immediately afterwards, Geely, Great Wall and Changan Automobile also announced their 2008 production and sales figures on January 1.
Of course, some joint venture car companies with good sales are also very active in releasing sales data.
Although the annual sales in 2008 have not yet come out, judging by the sales volume of the previous 1~11 months, five companies have entered the top 10 sales among the independent brand car companies in China.
The top three are probably the magic capital general, the spring city public, and the magic city public.
But the gap with the latter has become smaller and smaller.
Especially the North and South Volkswagen, which used to be far ahead.
This year, it only barely exceeded 400,000 units, which is tens of thousands less than the first-place Modu GM.
This result is definitely not ideal for Volkswagen.
"Strauss, Audi cars have been completely surpassed by Xingchen cars in China this year."
"Our sales target for Volkswagen in China in 2008 was 1 million units, but now we have only reached 820,000 units."
"Among them, the sales of Audi cars not only did not rise, but declined slightly compared with last year, and the annual sales relied on the inventory in December to barely hold the figure of 100,000 units."
"Although affected by the financial crisis last year, the development speed of the global automobile industry is far behind what was expected at the beginning of the year, but the overall growth rate of the Huaxia automobile market is still higher than ours, and even the sales of Chery, Geely, Great Wall, Changan, BYD and other car companies have crossed the 300,000 mark."
"If this trend continues, they could pose a huge threat to our sales in a few years."
"In the top ten, in addition to Modu GM, Chuncheng Volkswagen and Modu Volkswagen, there are only five joint venture car companies of Chuncheng Toyota and Zephyr Nissan."
"Even car companies such as Yangcheng Honda, Changan Ford and Imperial Hyundai have been squeezed out by Huaxia's own brands."
"This would have been unimaginable four or five years ago."
As the general manager of Volkswagen Huaxia, Vondel's current mood is not beautiful at all.
Whether the grades are good or not is often compared.
When your competitors are down by more than 10 percent, or by tens of percent, even if you fall by a few points, it's still a very good result.
On the contrary, if your competitors are growing by 20 or 30 percent, and as a result, you only grow by a few points, or even fall by a few points, then you will not be able to get this result anyway.
"The situation here in Huaxia is indeed a bit bad, and it all has something to do with Nanshan Group."
"In the past, Chery, Geely, and Great Wall models of China's own brands were sold much lower than ours at a lower price, but due to frequent quality problems, the reputation was not very good, and many middle-class people would not consider their own brands when buying cars."
"However, after the emergence of Nanshan Group, it provided the two most critical components of engine and gearbox to those independent brand car companies, so that their quality problems have been solved to a great extent."
"In particular, car companies that purchase engines and gearboxes directly from Nanshan Group rarely hear relevant complaints in the market."
"The accumulation and fermentation of this word-of-mouth has played a positive role in promoting the sales of those car companies."
"Our brand premium has also become less pronounced."
"Vondel, I think we should consider reducing the price?"
"The price of cars in Huaxia is still a lot more expensive than overseas, and we can also reduce procurement costs by promoting more measures, so as to provide more room for price reduction."
"Otherwise, I'm worried that the sales in 2009 will not increase significantly compared to 2008."
Strauss didn't have any good ideas now, so he wondered if he could reduce the price.
As long as the price is in place, the sales volume will definitely go up.
In particular, many of the Audi brand models are on the same platform as Volkswagen, and many parts are shared.
However, the price is quite different, and there is room for further price reduction.
"Although direct price reduction is also a plan, it is not a good thing for brand influence."
"We can change our thinking a little bit, launch more localized models, take the opportunity of model localization to reduce the price, and claim to be giving back to users for their continued support."
Vondel naturally knows that price reductions can boost sales, but price reductions also mean less money.
As the general manager of Huaxia, he is not only responsible for sales, but also for profit.
If the car sells more, the profit is less.
Then he has no way to communicate with the headquarters.
"The Audi brand can achieve this goal by launching more domestic models, but with the Volkswagen brand, what we can do is relatively limited, right?"
"That's not necessarily, we can report the rapid development of the SUV market in China to the headquarters, and suggest that the headquarters introduce more SUV models as soon as possible."
"Small, compact, medium, medium-large, and large SUVs, we all have to have them."
"According to the analysis of Autohome's article, the growth rate of SUV models will be higher than that of sedans in the future, until the market share of SUV models is close to that of sedans."
"Up to now, Volkswagen's brand recognition in China is still relatively high, not comparable to Chery, Geely, these local car brands in China."
"We must fully seize this opportunity and increase our market share as much as possible."
Vondel's sense of crisis is also very strong now.
No way, the Huaxia auto market is changing too fast.
If he doesn't act in time, many of his actions won't keep up.
"This plan is feasible, including Audi, and more SUV models need to be introduced."
"However, it will take some time to get the model out there, and the problem now is that we will have a hard time in 2009."
"The situation at the headquarters is not very good, and I hope that Huaxia can have some outstanding performances."
As soon as Strauss said this, Vondel became uncomfortable.
He understands this truth.
But for a while, he really didn't have much to do.
We have to think about introducing more marketing measures.
However, when the people of Volkswagen are very worried, the independent brand car companies are smiling.
In particular, Chery Automobile's sales this year reached 380,000 units, second only to Modu General Motors and Nanshan Volkswagen, refreshing the historical performance of its own brands.
"Mr. Yin, it seems that our domestic market and export market are developing at the same time, and it is completely correct to launch more models for consumers to choose."
"Although the number of exported vehicles has dropped significantly since September this year due to the impact of the financial crisis, the export market has also contributed more than 120,000 orders to us throughout the year."
"If there is no export market, then we may not even be able to enter the top 10."
Wang Ze is in a very good mood now.
Although the situation of Chery Automobile in the past few months has not been so good, it is still worth celebrating when looking at the results of the whole year of 2008.
"In the domestic market, QQ has contributed more than 100,000 vehicles to us, and Tiggo has contributed nearly 100,000 vehicles, and the performance of other models is not particularly good."
"Especially compared with Great Wall Motors and Changan Automobile, their SUV sales are higher than ours."
"In the future, we need to launch more SUV models."
Chery Automobile had also communicated with Nanshan Group before, and after listening to the other party's proposal, the status of SUVs within the company was greatly improved.
But compared with Great Wall Motors and Changan Automobile, they still don't pay so much attention to SUVs.
After all, up to now, the sales of SUV models have been less than half of Chery Automobile's product structure.
And Great Wall Motor, Changan Automobile, and even Yangcheng Trumpchi, the SUV sales of these car companies have reached 70%, or even higher.
"That's true, the SUV is quite powerful."
"In the last months of the year, the entire automotive market has been declining, especially the export market."
"However, Tiggo's sales have stabilized, which fully shows that the competitiveness of SUVs is still relatively strong."
Wang Ze naturally hopes that the more models the company will promote, the better.
As the head of the sales department, one more car, the sales are expected to go up a level.
"You go back and analyze the performance of various car companies last year, and then discuss with the research institute to see what new models will be more suitable for the next step."
The company has developed to the present, and has passed the process of patting the head to make decisions.
Many times, Yin Chuan wants to make some decisions based on the data compiled by the people below.
The same discussion is also unfolding on Geely's side.
"Mr. Li, in addition to Xingchen Automobile in China, Chery Automobile and Great Wall Motors are constantly exploring overseas markets, and they have achieved good results."
"Half of Xingchen Automobile's sales are contributed by the export market, and Chery Automobile also has almost 30% of the share of exports overseas."
"I think it is necessary for the company to pay more attention to overseas markets and increase the proportion of export cars to at least one level with Chery Automobile."
"As long as we can do this, then it is not surprising that our sales can easily exceed 400,000, and even surpass the North and South Volkswagen."
Peng Lin's mood today is a little complicated.
Geely's sales in 2008 reached 310,000 units, which is a good thing and a historical record.
But compared with Chery Automobile, the results are not so bright.
The main reason is that the sales of Great Wall, Changan and BYD are also similar to Geely Automobile, and the sales ranking may change drastically every month.
After thinking about it, Peng Lin felt that he should find some share from the export market.
Compared with local car companies in Europe, the United States, Dongying, Goryeo and other places, Geely Automobile has no advantage.
However, compared with South America, the Americas and countries in the north, Geely's models are still quite competitive.
The price is cheap and the quality is passable.
There's no reason why Chery cars sell well, and no one wants Geely cars.
"The export market is doing better than we thought, and it's really a market to look at."
"After the year, the company can consider poaching some people from Chery and Great Wall who are engaged in international business to expand our international market as much as possible."
Li Su knew that Peng Lin's analysis was reasonable, so he agreed without any hesitation.
"No problem, Chery Automobile's salary has never been high, I think it should be possible to dig up a group of people."
"However, there are some configurations and regulations for models exported overseas, which should be different from those in China, and other relevant departments also need to move synchronously."
Geely Automobile is not without export business, but it has not been engaged.
So Peng Lin still understands some basic common sense of exporting cars.
"In this way, the company has set up a separate international business department, and you will temporarily serve as the head of this department."
"All matters related to export business can be coordinated and handled by the international business department to develop this market as soon as possible."
"Now that the impact of the financial crisis is getting bigger and bigger overseas, many consumers will be more sensitive to price when buying a car."
"So although the overseas export business may not be very prosperous in the past few months, it may be an opportunity for us."
Li Su's vision is still very different.
I saw an opportunity in the midst of a crisis.
"No problem, I'll go back and sort out the organizational structure of the international business department and report to you as soon as possible."
Peng Lin was overjoyed.
Unexpectedly, the company actually set up a new international business department, and also let himself serve as the minister.
This department gives people the feeling that they belong to the vice president level.
Invisibly, his status in the company has also been upgraded to a higher level.
……
"Mr. Zhu, now the popularity of domestic SUVs is very high, and when our HS5 is launched, it can also achieve annual sales of 100,000 units, and Nanshan Hongqi will be completely up."
"Half of the car companies on the sales list last year were self-owned brand car companies, which shows that consumers' recognition of independent brands is improving."
"Compared with other independent brands, our Hongqi brand has certain advantages in brand power."
"As long as the operation is good, it should bring surprises to everyone at that time."
Tao Wen knew that Zhu Zhengfeng was very concerned about the sales rankings.
So after knowing the news, I reported to him as soon as possible.
"The development of independent brands is quite fast, and the sales of Volkswagen in Spring City are a little less competitive."
"Fortunately, the sales growth rate of Chuncheng Toyota this year is okay, and the sales of the entire group are still increasing."
"Otherwise, the sales of Xifeng Automobile Group, Modu Automobile Group, Didu Automobile Group, and even Yangcheng Automobile Group are all increasing, and the sales of our Chuncheng Automobile Group are declining, which is too ugly."
As the general manager of Chuncheng Automobile Group, although Zhu Zhengfeng is most concerned about the situation on the side of Nanshan Hongqi, he is also very concerned about the development of other joint ventures.
After all, those are cash cows.
Chuncheng Automobile Group wants to develop a variety of businesses, and it will definitely not be able to do it without the profits of Chuncheng Volkswagen and Chuncheng Toyota.
After all, as the first car company in China, the burden of Chuncheng Automobile Group is actually very heavy.
"The reputation of independent brands is slowly rising, and consumers will not think that it is a cheap model of poor quality when it comes to independent brands."
"According to this development trend, I think the market share of independent brands can soon increase to 50%."
"Of course, the premise is that these car companies can stabilize, otherwise it will be difficult to say."
Tao Wen's mentality is more optimistic, and she feels that there is still a lot of room for development of independent brands.
Looking at the world, whether it is the United States or Dongying, or Germany and France, as long as the country has its own relatively sound automobile industry, then the sales of independent brands are not less than 50%.
Even the sales of independent brands can go to 80%.
But here in Huaxia, the situation has become very different.
"The heritage of international auto giants such as Volkswagen, Toyota, and General Motors cannot be underestimated."
"Now people's prices are relatively high, so the sales of self-owned brand models are better."
"If people had lowered their prices appropriately, then maybe the situation would have been completely different."
"Not to mention other car companies, as far as Chuncheng Volkswagen and Chuncheng Toyota, which company's profit margin is less than 10%?"
"Even the yield of models such as Audi A6L and Magotan has gone to more than 20%."
"This is very different from the development of the global automotive industry."
"If you take a look at the financial reports of various international auto giants, you will find that the general rate of return is within 10%, or even about 5% is the majority."
"According to this rate of return, then these international auto giants do not do any cost reduction measures, and there is still almost 10% room for price reduction."
"If people cut the suppliers again, maybe there will be no problem with a 20% price cut."
"At that time, do you think the sales of independent brand car companies can continue to rise like now?"
Zhu Zhengfeng was not blindly optimistic.
It is definitely not okay to despise the opponent too much.
People can survive in the fiercely competitive market for decades or even hundreds of years, and it must be a trick for someone.
If it was so easy to be defeated by you, then they would probably have gone out of business a long time ago.
Can't wait for you to defeat it.
"That's right, the price of cars in China is still too high."
"The same Toyota's RAV4 will be sold for two or three hundred thousand yuan in China, but it only takes more than 100,000 yuan to convert it into RMB in the United States."
"Although half of the impact is on taxes, it is certainly not clear to explain this difference by taxes alone."
"But if Volkswagen, Toyota and other car companies choose to sell at a reduced price, it will also be a pressure on us."
"This means that the group's earnings will decline in the future."
Tao Wen said a little worriedly.
For large domestic automobile groups, the main revenue is contributed by joint ventures.
Whether it is Chuncheng Automobile Group or Xifeng Automobile Group, or Modu Automobile Group and Didu Automobile Group, none of them are exceptions.
To some extent, it may also be because it is too easy for these auto groups to rely on joint ventures to make money, so they are not very self-motivated, and their sense of crisis is not so strong.
"No matter how much it doesn't matter for now, the top priority is to make Nanshan Hongqi's new model mass produced as soon as possible."
"At that time, if Nanshan Hongqi can reach an annual sales volume of more than 300,000 like Chery and Geely, then our pressure will be much less."
With Zhu Zhengfeng's idea, Nanshan Hongqi has opened the mode of overtime for all employees.
What used to take a week to complete, now overtime, compressed, and required everyone to complete it in two or three days.
Even the purchasing department has specially arranged for many people to go on business trips to the supplier's site, staring at the overtime of people to produce molds and prepare equipment.
Once this person rolls up, the change is still very exaggerated.
Even Cao Yang, who was far away in Yangcheng, heard some news.
Of course, that's for later.
At this moment, everyone's attention began to be attracted by a news on Autohome.
【Nanshan Group will hold the 2008 summary meeting tomorrow】
This thing seems to be boring, and ordinary consumers should not have much interest in this news.
But for those in the automotive industry, it's a different story.
Nanshan Group is a leading enterprise in China's automotive industry.
Whether it is in the production of vehicles or in the sales of auto parts, people occupy the existence of crushing advantages.
Especially in terms of some core technologies, to put it mildly, all other domestic car companies do not have as much as Nanshan Group.
In this case, everyone wants to know how Nanshan Group developed last year and how it will develop next.
After all, the impact of the financial crisis is getting bigger and bigger, as if adding a layer of fog to everyone's eyes.
How the fog will develop behind it, many people don't know what to do.
(End of chapter)