Car market visits: score-core disease is relieved 4S shop picking cycle shorten
"Before the refinement, the car should be taken for two months.
For a long time, you can pick up your car for a month to one and a half months.
"November 16th, the ideal car, a sales supervisor, said to China Securities News reporter. Recently, the reporter visited a number of car brands in Beijing, found that the best-selling model basically has a car, the city’s consumption demand is strong, the fourth quarter chip supply is gradually Relieve, but shortage problems still exist, the overall is still in short supply.
The supply of warning is scheduled to receive the Porsche Cayenne recently received "good news" from the sales staff.
"The bus scheduled in March this year, finally took the car at the end of December.
"Mr. Wu told China Securities News reporter," When I bought a car, I originally mentioned the car at the end of August. Subsequent sales staff told that the manufacturer’s serious shortage of chips, picking up the car to postpone until the end of November, or even later. "The domestic luxury car market has also resumed strong supply, including luxury brand sales, including BBA, have risen.
China Automobile Association data shows that in October, the domestic production of luxury car sales completed 10,000, the year-on-year increase%, and the growth rate was transferred from September.
China Securities News reporter learned that compared with the situation of "a car is difficult to seek" during the "Golden Silver 10" period, the best-selling models such as Mercedes-Benz, Audi, BMW and other popular brands have basically available in the store. The level of the front, and the car cycle is basically returned to normal.
"In September, there was no car, and now it is basically successful.
Domestic popular models have a car, and the preferential efforts are also restored.
For example, Q5L now discounts 70,000 yuan, only 20,000 yuan during the refinement; A4L is now 50,000 yuan, only 30,000 yuan in the fade.
"A FAW Volkswagen Audi 4S store salesman in Beijing, I told the China Securities Newspaper. However, the above sales staff also frank, because the supply just recovered, inventory performance is not abundant." The store inventory can reach 400 cars under normal conditions. However, now there are only 150 -200 vehicles. Of course, in September, the inventory is only two or 30.
"Due to the alleviation of chip supply, my country’s production and sales volume is rotated.
China Automotive Industry Association data shows that in October, 2.33 million vehicles were completed, respectively, and% and% increased in the previous month.
China Automobile Association predicted that the total number of automobiles in 2021 was about 27 million, and the year-on-year increased%. From the current situation, the SMA Association said that the fourth quarter chip supply gradually relieves, the monthly production and sales volume will continue to grow, but the overall still is still in short supply. In view, the annual auto production and sales will grow slightly more than last year, but lower than expected. The chief analyst of a securities company said to the Chinese Securities News reporter, looking forward to sales in the fourth quarter, the entire independent brand is expected to return to the same period of Nine and 5% in the same period last year, the joint venture brand is restored to nearly 90% of the same period 上海浦东区快餐发廊 last year.
The factory released a positive signal "According to our understanding, Malaysia’s Wafer Factory has returned to 100% at the end of October, and the current operation has returned to normal.
Wafer factory employees are also regularly accepted new crown testing. "A semiconductor field private equity company executives told China Securities News reporter. Malaysia is the seventh largest exporting country, Intel, Yingfine, and semiconductor, including the Global Semiconductor Products. The international semiconductor giants such as semiconductor are located here.
"Due to the epidemic, the SSP is discontinued by a semiconductor in Malaysia, Malaysia. The core chip L9369 of the Bosch ESP system is basically coming from the integration of semiconductor, and 70% -80% domestic passenger car manufacturing needs to use ESP. 上海水磨工作室价位 Automotive output assembled ESP produced a large pressure.
"The above executives said. According to statistics
On November 16, MorganStanley said that as in October Malaysia chip output increased, the wafer factory resumed production, chip enterprises actively expand capacity and enhance supply, automotive production and cloud data center server shipments are expected Will be improved.
Many car companies such as Nissan, Ford, Toyota have recently announced that automobile production is improved in different parts of the world.
Nissan cars said that the production of the next half of this year has increased by nearly 300,000 in the first half of the year.
Toyota car said that in November, auto production increased by 10% year-on-year, and will further increase production in December to make up the previous car production 上海浦东品茶网 gap. Ford Automobile said that the company is adopting corresponding management measures on the supply chain, hoping to effectively improve semiconductor supply in the short term, and the shortage of automotive chip will be further relieved before the end of this year.
Cui Dongshu, secretary-General, secretary-General, said that the recent global new coronary pneumonia epidemic gradually improved, the production of passenger cars has improved, and the most darkening of the passenger car market chip has passed.
The vehicle chip is still short, and there are also host vendors say that the shortage of car chips still exists.
An independent brand car company executive Liu Sheng (pseudonym) revealed the Chinese Securities News reporter that there are many chips needed, and a short-selling vehicle cannot be delivered.
From the main plant side, the output of manufacturers has not increased significantly, especially part of the tension models are still shortage, and the current car chip supply is still not enough compared to actual needs. "Because the orders of each host factory have improved in the four-quarter, overall is improved, and the domestic chip has replaces, but the shortage is still existing." Liu Sheng said.
In this regard, Cui Dongshu pointed out that the current chip shortage is mainly around the base chip.
Due to the low profit of the base chip, the chip manufacturers have low production power. Therefore, although it is improved in the large-scale single refinement of Bosch ESP, other types of chip shortages will also affect automobile production. The phenomenon of automotive enterprise premium acquisition chips still exists. "Main Factory and Parts Enterprises are doing, we call it ‘sweeping’, in order to ensure the normal supply of the product as much as possible." An unwillingness of the company is not willing to name the company’s executive executives tell the Chinese Securities News reporter.
Map of major chip vendors still emphasize that the shortage of chip will continue for a while. Zi Zikai CEO Cai Li said that the shortage of chip needs to be alleviated by 2023.
Bosch CEO Volkmardenner also said that although the disposable supply impact in the semiconductor market has passed, production capacity is still not sufficient to meet global needs.
"The demand for consumer chips has fallen, but the chip manufacturer does not dare to reduce forecasts, afraid to lose the capacity of the wafer factory. It is expected that the fourth quarter chip supply is still out of stock, and the future will gradually alleviate, but it takes longer." One hundred billion-owned chip design company secrets believe it.
Cui Dongshu said that in the long run, a sound automotive chip ecosystem in the perspective of supply chain can be established to solve the fundamental of the refinement. Requires an industrial chain association, reasonable control of chip stocks, far-binding, measures to strengthen supply and demand docking, promote my country’s automotive industries smooth and healthy development.
A number of independent brand car companies have said that efforts must be made to realize the automotive industry chain, supply chain, self-strong, open self-study chip programs.
On October 31, Geely Motors announced at the "Intelligent Geely 2025" conference that the subsidiary of the subordinates Geely Knife Technology, the 7nm process smart cockpit chip SE1000, using the car grade standard, will realize production next year.
This is the first vehicle chip that has entered the 7nm process.
SAIC’s universal Wuling was previously announced that the "Wuling Chip" will be launched, and the company strives to be in the "145" period GSEV (global small electric car architecture) platform model chip’s domestic system rate of more than 90%.