Gaishi Weekly

What are the hot news in the auto industry at home and abroad this week? In March, the production and sales of passenger cars increased significantly month-on-month, and the top ten sales of car companies changed again; Affected by the epidemic, sales in western Europe fell by 53% in March; The net profit of contemporary Ampere Technology Co., Ltd. in the first quarter is expected to drop by more than 20%; Tesla's fully automatic driving kit has increased its price again since July 1; Recruit 30,000 people, and Evergrande will expand new energy vehicles and real estate business; Ford BMW has implemented unpaid vacations in the UK. Gaspar will sort out the relevant points as follows.

1. Lenovo: The production and sales volume increased substantially in March? Still at a low level year-on-year

On April 9, the Federation released the production and sales data of passenger cars in March. Data show that in March, the output of passenger cars in narrow sense was 980,000, down 5 1.2% year-on-year and up 370.3% quarter-on-quarter. At the same time, the retail volume of passenger cars in the narrow sense reached 654.38+0.045 million in March, down 40.4% year-on-year and up 365.438+07.5% month-on-month; The wholesale sales volume 1 10,000 units decreased by 48. 1% year-on-year and increased by 35 1. 1% month-on-month.

Interpretation of Xiao Gai: From the production and sales data of various car companies, the independent head brand showed strong ability to fight against the auto market in March, but from the retail data, it is still the strongest luxury brand, and the scope of the top ten sales list has also expanded; Independent exports increased by 20%, which greatly promoted the share increase.

2. Affected by the epidemic, sales in Western Europe decreased by 53% in March.

According to foreign media reports, the sales of new cars in Western Europe fell by 53% to 775,000 in March due to restrictions imposed by governments on people's travel and business activities to slow down the spread of the epidemic. Analysis organization LMC? According to automobile data, in the first quarter, the number of new car registrations in Western Europe decreased by 27% year-on-year to 2.76 million. In the same period last year, the number of new cars registered in Western Europe was 3.79 million.

Among the five mainstream markets in Western Europe, sales in Germany dropped by 38%, in Britain by 44%, in France by 72%, in Italy by 85% and in Spain by 69%. In March, British car sales reached the highest level, with 255,000 vehicles, followed by Germany, France, Spain and the Netherlands.

Interpretation of Xiao Gai: Looking back over the past month, only Italy and other countries in Western Europe implemented the purchase restriction earlier, and some countries did not take action until the third week of March, so the sales volume in early March was still at a high level. With the deterioration of the epidemic situation in various countries, the car sales in western Europe may further decline in the future.

Third, the net profit of Contemporary Ampere Technology Co., Ltd. in the first quarter is expected to drop by more than 20%.

On the evening of April 9, Contemporary Ampere Technology Co., Ltd. released the first quarter performance forecast of 2020. It is estimated that the net profit attributable to shareholders of listed companies is between 733 million yuan and 838 million yuan, down 20%-30% year-on-year. Regarding the reasons for the change in performance in the first quarter, Contemporary Ampere Technology Co., Ltd. said that in 2020? In the first quarter of 2008, affected by the epidemic situation in novel coronavirus and the market, the installed capacity of new energy vehicles dropped sharply, which led to the decline in the sales revenue of power batteries in the first quarter of Contemporary Amp Technology Co., Ltd., and the net profit attributable to shareholders of listed companies decreased compared with the previous year.

Image source: screenshot of the performance announcement of Contemporary Ampere Technology Co., Ltd.

Interpretation of Xiao Gai: In 2020, the new energy vehicle market will encounter a downward epidemic, resulting in a sharp decline in the output of major customers of contemporary Ampere Technology Co., Ltd. such as Beijing Automobile, Beiqi New Energy, GAC New Energy and Weilai. At the same time, the production of domestic Tesla soared, accounting for 20% of the total production of new energy passenger cars in China in March, which means that the installed capacity of LG Chem and Panasonic supporting Tesla will increase accordingly, further devouring the market share of contemporary Ampere Technology Co., Ltd.

4. Musk: On July 1 day, the price of the fully automatic driving kit increased again.

Recently, Tesla CEO Elon Musk (Elon? Musk) revealed when interacting with netizens that the fully automatic driving kit (full? Driving by car? Suite, FSD) is expected to raise prices again in July 1.

Image source: teslarati.com

Musk wrote on Twitter that in the next few weeks, traffic lights and stop line recognition functions will be pushed to customers in the United States, and it is expected to be pushed to the world in the third quarter. After introducing the latest functional details, some netizens asked whether fully automatic driving would increase the price. In this regard, Musk gave a clear answer: "Yes, the price may increase in July 1 day."

Interpretation of Xiao Gai: Tesla's fully automatic driving kit has increased in price several times since its launch. 2065438+In May 2009, Tesla raised the price of fully automatic driving from $5,000 to $6,000. In August of the same year, the price of the system increased by $65,438+0,000 to $7,000 (about RMB 49,000). Focusing on the China market, if the price increase is the same as before, domestic consumers may need to spend at least 7,000 yuan more on the existing basis.

Verb (abbreviation of verb) Recruit 30,000 people to expand Evergrande's new energy automobile and real estate business.

On April 8th, Evergrande launched nationwide recruitment, and announced that it would recruit 30,000 professionals in new energy vehicles and real estate industries for the whole society.

Image source: Evergrande Group

According to the recruitment information released by Evergrande, the new energy automobile industry recruits middle and senior managers and technical elites, such as general manager and vice president. Technical posts cover 83 job categories such as intelligent manufacturing, quality management, equipment management, procurement management and cost control, and the employment cities are Guangzhou, Shenzhen, Shanghai and Tianjin. Evergrande Real Estate faces the whole country, and recruits professionals in 17 job categories such as development, engineering, capital, marketing brand and sales.

Interpretation of minor reform: In order to achieve the goal of "becoming the largest and strongest new energy vehicle group in the world within 3-5 years", Evergrande has been actively investing in and recruiting new energy vehicles. Previously, the company recruited 8,000 professionals in the new energy vehicle industry for its global research institute to support the global development of Evergrande's new energy vehicles. At present, the emergence of the epidemic has had a great impact on the automobile industry. Many automobile companies have taken measures such as tight operation, salary reduction and even layoffs due to production suspension. At this time, Evergrande announced the recruitment of 30,000 people, which may also reflect Evergrande's determination to further enlarge and strengthen real estate and new energy vehicles.

6. Ford BMW implemented unpaid leave in the UK.

According to foreign media reports, due to the stagnation of Ford's production, sales and development in the UK during the epidemic, 3,500 engine production workers and1500-2,000 non-production employees began to take unpaid leave, while other employees were forced to take two weeks off until April 20th. Ford said in a statement: "It is very important that we use all available methods to ensure that we can get out of this crisis in a state of adapting to the future."

Coincidentally, BMW also plans to let more British employees take unpaid leave. It is understood that the company used to only allow factory employees to take unpaid leave, but now the scope of leave is extended to offices and other employees; At the factory in Fort Sparthan, South Carolina, North America, BMW also said that it would not pay the company salary to employees on vacation due to production suspension, but employees could still enjoy medical benefits.

Xiao Gai's interpretation: Under the epidemic, the plight of enterprises has been passed on to every employee. As far as the information currently available is concerned, May is the tentative time for many vehicle and parts enterprises in North America and Europe to resume work, or it is also the bottom line that each enterprise's capital chain can stick to. When to resume work and production determines the frequency of words such as salary reduction, unpaid leave and even layoffs, and how big the related data will be.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.