Chapter 518 The explosion of 1.5T, the Huaxia automobile market has entered a new stage

After the outbreak of the financial crisis last year, the automotive industry was naturally directly impacted.

In particular, the export market has a relatively obvious impact.

For companies such as Chery Automobile and Great Wall Motor, which account for a large proportion of exports, this impact is very uncomfortable.

Fortunately, Huaxia soon launched a new automobile revitalization policy.

Among them, the purchase tax of engines with a displacement of less than 1.6L is levied at a reduced rate of 5%, which is a very effective plan.

Since the official announcement in January, the first two months have not been so good.

Because at the beginning, everyone was still a little worried about the economic environment.

However, since late March, many economic indicators in China have begun to bottom out, and everyone's confidence has begun to recover.

By the time April passed, it was a different story.

The proportion of models below 1.6L has increased significantly compared with last year.

This is definitely a great thing for many independent brand car companies.

"Mr. Cao, this month, our 1.5T engine shipments increased by 22% year-on-year, reaching a historic 120,000 units."

"Shipments of 1.0-liter engines also increased by 16% to 60,000 units."

"On the contrary, the 2.0T product has basically remained stable and has not increased significantly."

"I have a hunch that in the future, domestic cars should be polarized in terms of engine displacement."

"On the one hand, models with a displacement of less than 1.6T will be affected by the policy, and the proportion will be further expanded."

"On the other hand, large-displacement engines above 3.0T should still grow steadily, after all, the rich still have demand for this market."

"On the contrary, it is a 2.0T or 2.5T intermediate transition product, and the situation may be more embarrassing."

"We may need to further consider lowering the price of 3.0T so that more companies can afford our 3.0T products."

"At the same time, for large-displacement engines, as long as the customer can afford to pay for it, I think it can be sold."

"Even the corresponding 8AT and 10AT are the same."

"As long as you can afford the price, I'll sell it to you."

"Even if BYD, Chery, Great Wall and other independent brand manufacturers want to buy W12, or even W16 engines, there is no problem."

"I don't think there's any need to worry about the impact they have on Xingchen Motors if they use these engines."

"After all, the price of our engine is there, even if they want to produce related models, the final price cannot be low, otherwise it will become a bloody existence."

I have to say that Cheng Tao proposed such a plan at this time, which is still very constructive.

In the early days, due to the fear that independent brands were also using the same engine on Xingchen Automobile, it would have a certain impact on the brand power of Xingchen Automobile.

Therefore, even if Chery, Geely and other car companies want to buy products in this area, Nanshan engines are not sold to them on the grounds of insufficient production capacity.

Although this approach does not have much impact on the development of independent brands, the other party must have some ideas and opinions in their hearts.

Now the environment has begun to change, and the brand power of Xingchen Automobile has slowly risen, and there is no need to worry about it.

The most important thing is that Cheng Tao feels that it is possible to control the price to avoid some independent brands from launching low-cost models equipped with the same engine as Xingchen Automobile at will.

For example, a W12 engine, the price I sell you will be three or four hundred thousand, and with 50,000 or 60,000 8ATs, or even 100,000 10ATs, the models you produce will not be sold for only four or five hundred thousand, otherwise you will lose money.

And the self-owned brand models equipped with W12 engines and 8ATs, if the price goes to seven or eight hundred thousand, or even higher, then there is no need to worry about affecting the brand power of Xingchen Automobile.

Even if Chery, Geely and other car companies can send out models at this price, it is also a good thing for Nanshan engine.

The profits of large-displacement engines are very lucrative.

The money earned from selling a W12 engine is more than 10 1.5T engines.

Thinking of this, Cao Yang did not hesitate and agreed directly.

"No problem, all the products of Nanshan Engine can be sold normally."

"Not only that, all the products of Nanshan Gearbox can also be sold normally."

"It's just that when it comes to large-displacement engines, the sales price should be carefully decided to avoid the impact on Xingchen Automobile and Jaguar Land Rover, and the price sold overseas should not be cheaper than that of domestic ones."

Cao Yang gave a brief admonition and ended the conversation.

However, the sales of 1.5T and 1.0T exploded, and Nanshan Engine was happy, and some manufacturers were depressed.

"Minister, last month our sales fell by 5% year-on-year, especially the CRV and Civic, both of which are a bit sluggish."

"I don't think we should propose to Honda that they launch turbocharged engines below 1.6T as soon as possible, otherwise we won't be able to enjoy the purchase tax halving."

"Compared with our own brands and Volkswagen and GM, we suffer a lot."

Inside the Zephyr Honda sales department, a discussion is underway.

As a department head of the sales department, Ma Hongjiang can still feel the changes in the market very directly.

He is relatively familiar with the sales of each 4S store.

I often go to the 4S store every day.

"This year's purchase tax incentives for engines below 1.6L will have a great impact on the auto market."

"Our models are generally above 2.0L, and even the lowest displacement of the Civic is 1.8L."

"In this case, the preferential purchase tax policy is not only not a good thing for us, but a shock."

"For example, Civic's competitors Lavida and Bora have already launched a 1.4T turbocharged engine configuration."

"Chery, Geely, BYD and other independent brand car companies, but also a large number of 1.5T turbocharged engines, can enjoy the preferential purchase tax policy."

"Under the trade-off, our pressure is indeed relatively large."

"At the next ministerial meeting, I will formally bring up this topic to see if Honda can speed up the introduction of turbocharged engines."

"The trend towards small engine displacement is already obvious, and turbocharged engines should become the main trend in the future to maintain sufficient power."

As the deputy director of the sales department of Zephyr Honda, Han Hao still has this knowledge.

Energy conservation and emission reduction are the general direction.

In addition to promoting the development of new energy vehicles, the downsizing of engine displacement is also a trend.

Whether it is the policy of halving the purchase tax, or the consumption tax is greatly differentiated according to different displacements, in fact, it is to encourage car companies to launch more fuel-efficient models.

In this way, it can also indirectly achieve the overall task of energy conservation and emission reduction, thereby reducing China's dependence on imported oil.

"Honda has already launched a turbocharged version of the CITY model in 1982, and it stands to reason that their technology accumulation in turbocharging is not low."

"But over the years, they have basically focused on naturally aspirated engines, whether it is 1.5L or 1.8L, or 2.0L and 2.4L, or even 3.5L naturally aspirated engines, they have done very well."

"But compared with turbocharged engines in the same class, there is definitely no advantage."

"Judging from the current demand in the Huaxia market, Honda's pace is still a little slower."

"If this purchase tax incentive continues to increase in the future, the impact on our company's sales will become even greater."

"With this understanding, if Honda is not prepared for change, our sales pressure will be very strong in the next few years."

Although in Dongying enterprises, a person's performance is often not directly related to salary.

However, if the performance of the whole company is not good, then the overall bonus and other things will definitely be affected.

In the end, it will fall on everyone, and it will be affected.

Ma Hongjiang also has a clear understanding of this.

The most important thing is that Ma Hongjiang is still a person with a lot of pursuit, and he hopes that he can do a good job in performance, so that whether he continues to stay in Westwind Honda or changes jobs to other companies, it will be more advantageous.

The importance of the platform is undeniable.

Your previous company was very good, and you will have a lot more choices when you change jobs.

People will look up to you, too.

On the other hand, if your previous company is about to go out of business, it will definitely be affected when you change jobs.

"It's already clear in the market sales data that you can see the trend in this area."

"I believe that Honda also hopes to increase sales in China."

"Especially now that the situation in the overseas market is very sluggish, everyone has little confidence."

"The Huaxia auto market has returned to normal, and has even begun to return to the stage of rapid growth."

"Becoming the world's largest car market today is basically a sure thing."

Han Hao's understanding is also where he persuaded Honda to convince him.

Do you want the Huaxia market anymore?

In particular, the United States, which is the largest market for Honda vehicles, is now severely affected by the financial crisis, and sales are expected to hit a record low this year.

This is definitely a big blow to Honda.

Other overseas markets have also been affected to a greater or lesser extent.

In this case, the importance of the Huaxia automobile market is even more obvious.

The same situation is actually true for Toyota.

At this moment, Chuncheng Toyota is also analyzing last month's car sales data.

"Mr. Chen, do you think Huaxia's purchase tax halving policy is a temporary promotional policy, or will it appear again in the future?"

Miyazaki Himasa, as the deputy general manager of Chuncheng Toyota, is an old partner with Chen Wenzhan, the deputy general manager of Chuncheng Automobile Group.

At that time, they were the head and deputy director of the sales department of Toyota in Spring City.

So when it comes to some things, the communication between the two is relatively smooth.

This time, the sales of Spring City Toyota have declined year-on-year for the first time, which makes Miyazaki Himasa a little anxious.

Although normally speaking, a decline of a few points in sales does not mean anything.

However, seeing that the sales of independent brand car companies such as Chery and Geely are increasing in China, the decline of Chuncheng Toyota is very eye-catching.

According to this trend, this year's Spring City Toyota is likely to not even be able to maintain the top five positions in the Huaxia automobile sales list, and even the top ten positions are a bit dangerous.

This situation is certainly not what Miyazaki Himasa wants to see.

"Although judging from the current situation, the preferential purchase tax policy is only valid for this year."

"But the possibility of continuing to implement it until next year is actually very high."

"Moreover, even if this policy is stopped after expiration, it may be taken out again at any time in the future."

"After all, encouraging the development of small-displacement models is already a big policy in China, and this direction will never change."

"Toyota has a very deep technical accumulation in naturally aspirated engines, and it has done a very good job in terms of fuel efficiency and cost control."

"The stability of our engines is also praised by everyone."

"But in the Chinese market, the advantage of naturally aspirated engines is declining rapidly."

"If we can't launch small-displacement turbocharging products as soon as possible, it will be very detrimental to our sales growth in the future."

"As far as I know, major car companies are considering the full launch of turbocharged engines, and no longer engage in naturally aspirated engines."

"Once this trend is formed, it will definitely give consumers a great guiding effect."

"When the time comes, if we don't have an advantage in terms of consumption tax, purchase tax, or fuel consumption, it will be very troublesome."

"Even taking this opportunity, Huaxia's own brand car companies will further expand their market share."

Chen Wenzhan, as a resident of Chuncheng Automobile Group, is still very familiar with Huaxia's policies.

Obviously, he is also more optimistic about turbocharged engine products.

"In fact, from a technical point of view, turbocharged engines are not more advanced than naturally aspirated engines."

"This kind of engine is not new, and many car companies have launched turbocharged engines decades ago."

"To use a not-so-apt analogy, a turbocharged engine is like injecting hormones into an engine that magnifies the potential of an engine to the limit."

"In this case, whether it is the maintenance cost of the engine, or the requirements for some parts, or the stability of the engine, there is no benefit."

"If we can get the word out right, there should still be some people who like naturally aspirated engines."

Miyazaki's words are not entirely unreasonable.

From the point of view of the cost of maintenance, turbocharged engines are definitely not advantageous.

Even from the point of view of the production cost of the engine, the turbocharged engine is not advantageous.

Not to mention the rest, the turbocharger alone is a very critical component, which is worth 2,000 yuan.

This is just a new addition.

Not to mention that after the turbocharging, a series of other parts must be strengthened accordingly, and even in order to meet the requirements of emission regulations, the amount of precious metals in the three-way catalyst must be increased.

In total, the cost of an engine of the same power, after turbocharging, may be thousands of dollars higher.

For hundreds of thousands of cars, maybe the cost of this part is nothing.

However, for models within 100,000 yuan, this cost increase is difficult to accept.

However, if something you don't think is bad, it won't move forward.

The rolling wheels of history are moving forward, and if you want to use your mantis arm as a car, it is obvious that there is no good fruit to eat.

Chen Wenzhan has a clear understanding of this matter.

So after listening to Miyazaki Himasa's words, he immediately said: "The truth is indeed what you said. ”

"However, the turbocharged engine has developed to the present, and the technology is relatively mature."

"In this case, its advantages of small displacement and high power will be fully exerted."

"Whether it's in China or in Europe, there is this trend."

"That is, markets such as the United States and Dongying are still relatively weak in terms of guidance."

"If Toyota wants to become a top-ranked manufacturer in the Chinese market in the future, it will definitely not be able to rely entirely on turbocharged engines."

"I think this situation must be accurately conveyed to Toyota's headquarters."

Chen Wenzhan expressed his views quite firmly.

If you go against the trend, you must hit your head and bleed.

He does not want Toyota's development in China, and wants to buck the trend.

Compared with the entanglement between Honda and Toyota, Volkswagen's mood this time is more complicated.

"Strauss, Volkswagen's sales have achieved a certain increase in the past few months, especially turbocharged products, and the sales increase is relatively obvious."

"But the sales of the Audi brand are down a bit year-on-year, what do you think of this situation?"

Vondel stared at Strauss with unkind eyes.

Although Audi's sales are not as good as those of the Volkswagen brand, its profits are not at all.

Therefore, Vondel has always attached great importance to the development of Audi in China.

However, by 2009, Audi's development had reached a bottleneck.

Whether it is Xingchen Automobile, Mercedes-Benz, BMW, or Jaguar Land Rover, sales have increased year-on-year in the first few months, but Audi cars have declined year-on-year.

At this pace, Audi will not be the boss of luxury cars, even the top three positions will be without it.

ABB to XABB at the beginning, and then it may be XBBA, or even XBB.

This is definitely something that vondel cannot accept.

"The sales of the Volkswagen brand can continue to increase, mainly due to the turbocharged engine with a displacement of less than 1.6L."

"In particular, several models equipped with 1.4T have seen a good increase in sales."

"Our Audi is relatively weak in this regard, whether it is a 1.8T engine, a 2.0T engine, or a 3.0T engine, there is no way to enjoy the purchase tax incentives."

Strauss quickly gave himself an excuse that seemed plausible.

However, Vondel was clearly not happy with this excuse.

In his opinion, several other luxury brands of engines, there are no engines below 1.6L, and they also do not enjoy purchase tax incentives, so why can people's sales increase?

Besides, people who can afford luxury cars will miss that little bit of purchase tax incentives?

"Strauss, the board of directors is not particularly satisfied with the performance of the Huaxia market right now."

"If the Huaxia car market is growing rapidly today, and Audi's sales in Huaxia are declining, then you must bear the due responsibility."

"When the time comes, not to mention the promotion, it will be a big question whether you can continue to stay in the Volkswagen Group."

Vondel very unceremoniously stimulated Strauss.

Although Volkswagen still retained the first position in China last year, its advantage is not obvious.

Today, it is likely that both Spring City Volkswagen and Modu Volkswagen will fall out of the top three positions in the sales list.

This is something that has never happened before.

Once this happens, someone must be responsible.

Vondel felt that his position under his ass was not necessarily secure.

His position is not guaranteed, and in this case he will definitely pass on the pressure.

Whether it is Strauss or the heads of Spring City Volkswagen and Modu Volkswagen, they are all going to be pressured by Vondel.

"Vondel, I think the price of Audi cars in China is still too high."

"Although there are many rich people in China, most of them are not particularly rich."

"If our Audi can appropriately lower the price so that more people can afford it, then it should be beneficial for the development of Audi in China."

"Especially this year, when the sales pressure is so high, it should still be a good idea to boost sales through appropriate price reductions."

At this time, Strauss must have chosen to protect sales rather than profits.

As far as Huaxia's profit is concerned, Volkswagen has the highest profit in all markets in the world.

Even if it's just a little lower, there won't be any problems.

But sales are different.

In the case of the global economic downturn, everyone is counting on the Huaxia auto market to help breathe a sigh of relief.

As a result, your sales have dropped!

If everybody goes down, there's nothing to say.

But that's not the case.

In this way, there will naturally be opinions from the headquarters.

Vondel also has a clear understanding of this.

So after hearing Strauss's suggestion, I agreed without much hesitation.

However, with the hot sales of turbocharged models, various OEMs have slowly discovered a problem.

That is, the capacity and cost of turbochargers are becoming more and more prominent.

Previously, in addition to Nanshan Auto Parts, a few manufacturers, such as Ishikawajima, Eaton, and BorgWarner, were mainly producing turbochargers.

The production capacity of these manufacturers in Huaxia is not very sufficient.

Especially since the second half of last year, everyone has stopped the plan to expand production capacity.

Even now, the headquarters is reluctant to expand production capacity easily.

In this way, the lack of turbocharger production capacity is even more obvious.

(End of chapter)