AutoBeta(AutoBeta.net)12/02 Report--

In the face of the continuous downturn of the automobile industry in the past two years, the situation of the industry is getting worse and worse, but in the view of the NDRC, in addition to the impact of income level, the lag of fiscal and tax reform is also a major factor leading to the reduction of consumption in the automobile market. In addition, the auto industry should not measure the market in terms of "production and sales". If calculated according to this model, the decline in the industry this year is not greater than that of last year.

Wu Wei, director of the Industrial Development Department of the National Development and Reform Commission, said a few days ago, "if local governments have a lot of tax revenue in the field of automobile consumption, there will not be current purchase restrictions, differences in urban consumption and other phenomena. This is the impact of lagging fiscal and tax reform on the automobile industry." It means that the local government has no tax in the field of automobile consumption, which is the fundamental way to restrict the consumption of the automobile market.

Although the state is advocating tax reduction, there is still a certain lag in the fiscal and tax reform. At present, the tax revenue in the automobile field is concentrated in the production side, which is basically collected by the central finance. Among the vehicle purchase tax, vehicle and vessel tax, consumption tax and fuel tax (refined oil consumption tax), only the vehicle and vessel tax belongs to the local government. In the face of the lack of more taxes, we have to bear the pressure on traffic and the environment once the purchase restrictions are lifted, so we are naturally not active in boosting the car market.

At the same time, Wu Wei suggested that the automobile industry should not only use the quantity of production and sales to measure the development of the industry and the market. "the automobile industry is not mature enough to fix production by sales at present. In terms of the number of risks and registrations at the end of the market, in fact, the decline this year is smaller than last year." Therefore, he believes that terminal sales are more meaningful from a market point of view.

In fact, as early as July this year, the China Automobile Circulation Association issued a report on the current living conditions and related suggestions of car dealers in China, advising car companies to open the mode of "fixed production by sales". To avoid the greater inventory pressure on dealers in the cold winter of the car market.

The so-called "fixed sales by production" means that when an enterprise is working out a sales plan, it first determines the production index, and then works out the sales plan according to the production index, which belongs to the product of the planned economy and helps to reverse the decline and expand production.

And fixed production by sales, also known as "fixed production according to demand", refers to the organization of production according to the needs of the market. However, judging from the current domestic market, it is obvious that "supply exceeds demand".

According to the "inventory early warning Index Survey of China Automobile Dealers in November" released by the China Automobile Circulation Association, the inventory early warning index of car dealers in November was 62.5%, up 0.1 percentage points from the previous month, and the inventory early warning index was above the warning line. This is also the second highest level this year after the inventory early warning index of 63.6% in February, while the inventory early warning index has been above the warning line for many consecutive months.

As the representative of the "fixed production by sales" model, Toyota has opened the mode of fixing production by sales and ordering by production as early as the 20th century, coordinating in all links to achieve "zero inventory". Lexus, for example, has been using this model, but it takes months for car owners to book a car and pick it up.

Although the idea of dumping based on production and marketing is being approved by more and more users, judging from the automobile brands that have been gradually marginalized in recent years, this model will only increase the pressure on car companies and accelerate their demise, whether they are powerful brand car companies or not. should maintain a reasonable balance between supply and demand to ensure reasonable profits of dealers, so as to improve service quality and customer satisfaction. To further promote the simultaneous promotion of product sales and brand value is the foundation of sustainable development.

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