Subsidy subsidies and passenger car slumps have a higher impact on the new energy auto industry than expected

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The sales volume decreased for the first time in more than two years, and China’s new energy auto market is cautiously optimistic in the second half of the year

The pace of growth in the world’s largest electric vehicle market is slowing.

The statistics released by the China Association of Automobile Manufacturers on August 12 showed that in July, the sales volume of new energy vehicles in China reached 80,000, a decrease of 4.7% compared with the same period of last year. This is the first negative growth in the market in the past three years. The last time goes back to January 2017.

In the main sub-categories of new energy vehicles, the sales of pure electric vehicles were 61,000, an increase of 1.6% over the same period of the previous year; the plug-in hybrid vehicles sold 19,000, a decrease of 20.6% over the same period of the previous year. .

New energy vehicles have very different market performances in June and July. In June, the Chinese market sold a total of 152,000 electric vehicles, an increase of 80% over the same period last year. Sales in July only reached half of last month.

According to the meeting, there are two main reasons for the large difference between the two months before and after. The first is that June is the last month of the transition period of new energy vehicle subsidies, and consumers’ demand for car purchase is released in advance. The sales volume was at a relatively high level, and the subsidies in July were fully degraded. Second, during the switching of the five-country emission standards, the price-performance ratio of the National Five vehicles was more attractive to non-restricted city owners. In addition, the international oil price

Editor’s comment: After the subsidies have fully declined, new energy vehicles are facing a transition from “policy-driven” to “market demand-driven”. Electric cars are good to sell, to fight performance, service and consumer experience. In addition, car companies should also consider the particularity of the Chinese market…

Share bicycles to raise the price of the group, is it to lose more users, or turn losses into profits?

Recently, Harbin bicycles have implemented price increases in Guangzhou and other regions. After the price adjustment, they will charge 1.5 yuan every 30 minutes, which is 50% higher than the price of 1 yuan per 30 minutes. Since March this year, a number of shared bicycle platforms have been raised prices in several cities, including Harbin, Xiaolan, Green Orange, and Mobai.

Responding to the price increase, Harbin bicycle related people responded: This is a general trend. When the shared bicycle industry has experienced the staking, the company needs to achieve self-hematopoietic and reasonable price system through refined operation. Rational development of the industry.

After the previous frenzy expansion and the subsidy for burning money, the shared bicycle industry is now becoming more rational. But the diskThe sub-plot is too large, the operating costs are also high, and the shared bicycle companies are still losing money and there is no winner. The US 2018 financial report shows that in 2018, the US group lost a net loss of 8.5 billion yuan, and the loss of Guangmobai was 4.55 billion yuan. The Harbin bicycle also said that it is still in a state of slight loss.

Sharing a bicycle into the second half, how to change the model and reverse the loss situation has become an urgent need for thinking about sharing bicycles. Industry pioneers have proven that body advertising, App advertising and other modes are

Editor’s comment: At present, sharing bicycles does not seem to see too much “Qian Jing”, but on the other hand, the traffic and data brought by shared bicycles are more meaningful to the giants, therefore, How to achieve user growth is…

This article is from the paid section “Daily Business Featured” – August 13

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Deep Information|Sales for the first time in more than two years,  China's new energy auto market is cautiously optimistic in the second half of the year