Wei Jianjun: Great Wall Motor Hanging Line! The automotive industry dividend is about to be exhausted

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  1. Car East and West (Public Number: CHEDONGXI)
    text | Xiaoshan
    The car of the car July 13 news, Great Wall Motors held an online sharing event today, the company’s chairman Wei Jianjun thrown out in the WeChat group. Two important views, at the same time, a micro -movie with Wei Jianjun was released.
    1. The car industry dividend will do our best
    Wei Jianjun preached in the group, “We have caught up with the best era of Chinese cars. With the dividend of the Chinese automotive industry. “
    ” But now, the global economy is going down and dividends, … “Wei Jianjun said.
    2, Great Wall Motor’s Life Hanging Line
    After making a dividend, Wei Jianjun pointed out another point that the independent car company is facing the difficult dilemma of “the siege of foreign brands and the new forces of the car”.
    “Do we really have a killer to decide the future?” Wei Jianjun asked, “I don’t think it must be. It can even say that we are a life hanging line.”
    He also stated, “For the future, only by maintaining a sense of crisis and always maintaining the awe of the industry, can we survive in the next backwaters and live.”
    A as the three major domestic private private private private private private people in China One of the risks of the car company, Wei Jianjun’s remarks were comparable to the “Huawei Winter” proposed by Huawei Ren Zhengfei that year.
    ‘s great background in the car market in 2019, Great Wall Motors also achieved a 0.69%rebellious growth, with a total global sales of 1.06 million units. The sales volume is only Geely in the independent brand, and has achieved a second place.
    The trader of the leading car, Wei Jianjun shouted this slogan at this time, reflecting his clear research and judgment on the general trend of the automotive industry, which is of great reference to the entire automotive industry.
    The players with the second independent brand are so crisis. For other players, we should understand the current status of the industry and make targeted adjustments.
    of course, Wei Jianjun shouted such an industry judgment, not just to provide a reference for the industry. One of the important goals was to create a new product for Great Wall Motors.
    The Wei Jianjun also said at the end of the sharing, “For the future, we are not unprepared. On July 20, we will have the next action!”
    The days ago, the WEY brand of the Great Wall just just now A preview map of a new SUV is released. It is expected that this model may be released on July 20. At the same time, Wei Jianjun may also announce the new strategic planning of Great Wall Motors, and the cars will continue to pay attention.
    . Where is the sense of crisis from the Great Wall?
    1. The cold winter of the auto market becomes a new normal
    The take -off of the Chinese auto market is from the tide of reform and opening up and the popularization of cars. 2019 is also declining.
    2020 and encountering a black swan in the epidemic, and there was no suspense for the third consecutive year.
    In fact, many car companies are expected to be in a decline in the automobile market in the next years.
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    For example, Bosch Global CEOVOLKMARDENNer made a judgment in October 2019, saying that the global car industry’s decline will last for at least 5 years.
    The decline in the car market will naturally affect every player in the industry. This is the first sense of crisis of the Great Wall.
    2. The market share of the independent brand continues to decline
    The decline in passenger car market means that car companies must compete for the stock market, and competition is more intense. During the fuel vehicle era itself, it was in the excellent joint venture car company that continued to reduce product prices and began to march into the dominant market (less than 100,000 models) of its own brand.
    Puradish, like Volkswagen also launched the Jetko brand, directly focusing on the low -cost market.
    The independent brand market share decreases year by year. Under the background of this, the market share of the independent brand is constantly declining. According to the China Automobile Association data, since 2017, the market share of independent brand passenger cars was 43.9%. But by 2019, it has fallen to 39.2%.
    In data from the Federation of Federation, in the first half of this year, the market share of the independent brand passenger car fell further to 36.3%.
    In the background of the cold winter of the car market, on the surface, different brands performed differently. There may be room for World War I. However, in the context of the continuous decline of the market share of the independent brand, it means that independent car companies want to win the joint venture car company.
    3, Wey’s high -end breakthroughs are not obvious
    As early as 2019, Wei Jianjun said that independent car companies want to break through two major paths, one is overseas market, and the other is high -end.
    It in overseas markets, the Great Wall’s SUV has been sold to multiple countries. At the same time, the entire vehicle factory was built in Russia, and it took the first step in production and sales.
    The high -end, Great Wall is also the first batch of independent car companies to launch a luxury sub -brand WEY. In 2019, 100,000 units were sold, with cumulative sales reaching 300,000 units.
    . The main force of WEY sales is on 150,000 models such as VV5 and VV6. The sales of more than 150,000 products are poor, the high -end breakthroughs are not smooth, and the ceiling of 200,000 independent brands is not broken.
    4. There are shortcomings of new energy vehicles
    In new energy vehicles related to the future, Great Wall Motor’s sales in 2019 are only more than 40,000 units, ranking 17th in the world.
    The comparison, BYD sold 220,000 units, and 160,000 BAIC, which is much better than Great Wall Motors.
    At the same time, Great Wall Motor currently relies on the Euler brand in the new energy market, and the brand model is about 70,000 yuan, which is a cheap car. Low.
    In contrast, Weilai ES6, which sells for more than 400,000, can now sell more than 3,000 units per month. This is also one of the reasons why Wei Jianjun shouted to be siege by joint venture car companies and new car players.
    In conclusion: Great Wall Motors is seeking multi -party breakthrough
    . As the second largest autonomous car company in China, Great Wall Motors has a complete layout in R

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