The supply chain system and organizational structure of traditional automobile enterprises remain unchanged

In the past two years, due to the impact of the novel coronavirus epidemic, the problems and risks of the supply chain have surged, resulting in an inversion of the supply and demand relationship in the market, and dealers are in a state of no cars to sell, and the profit level of dealers has realized a significant recovery. Although the total volume did not increase significantly, the revenue and profit were very good, indicating that it is not necessary to increase production to increase profits.

However, this situation is temporary, due to other factors caused by the recovery of dealer profitability level is only short-term, if the supply chain improves this year, the lack of core problem is solved, the Oems will be large-scale production. Unless the Oems change the "production to sell" mode of production, dealers will not be able to fundamentally get out of the predicament.

Think tank Jun: Used cars have achieved rapid growth in 2021. Is spring coming to used cars?

Shen Jinjun: In 2021, for the used car industry, the state has introduced a series of policy measures, I believe that there will be a very good policy landing in the used car field in 2022, then the effect of the policy landing is to make the circulation of used cars smoother.

In the future, with the landing of the temporary property rights system, there will be very big changes in second-hand car trading in 2022. First of all, the main body of the market operation will undergo fundamental changes, new car dealers will fully enter the used car field; Second, second-hand car transactions will also boost new car sales; Third, bring about structural changes in new car sales, and realize consumption upgrading through replacement; Finally, promote the consumption of new energy vehicles.

Think tank Jun: What kind of forecast do you have for the second-hand car transaction volume this year?

Shen Jinjun: This year's used car market will still show a good growth momentum, and the growth rate will be much higher than the new car, but the transaction volume can change, but also depends on when the policy can be landed, the sooner the policy landed, the faster the dealer entered, the final effect will be better. In 2021, the second-hand car transaction is about 17.58 million, and the second-hand car transaction volume in China is expected to exceed 19 million in 2022, and will launch an impact on 20 million.

Think tank Jun: How to see the development of second-hand car e-commerce?

Shen Jinjun: We still don't know how big China's used car e-commerce is in terms of transactions. In Europe and the United States, the mature used car e-commerce platform annual transaction volume can reach 10 million, the current domestic used car e-commerce gap is very large, the development of so many years, has not brought substantive changes to the used car industry. I hope there can be a B to B model in China, so that we can do very large scale, and will form a wholesale process. But I think the current development of second-hand car e-commerce, but also need to find a suitable development model.