At the latest August, the three major car companies will resume production in advance.

Japanese car supply problems are expected to ease before and after the "11." The earthquake in Japan has passed three months, but the Japanese earthquake has not completely eliminated the aftershocks of the auto market in Foshan. Recently, Japanese car companies have heard good news about the resumption of production. Japanese car manufacturers have resumed production earlier than expected. Reporters visited found that the Japanese car discount is limited to some models that are not in demand.

Sales people reminded that buying a car is a consumer behavior rather than an investment, plus the impact of the earthquake on the automotive industry is a short-term behavior, consumers do not have to buy a car to buy "high-priced car." In addition, the overall auto market this year was weak. In April of this year, automobile production and sales experienced the first negative growth for 27 months since February 2009. These factors indicate that the current price increase is unlikely.

The latest: Japanese top three at the latest to restore production capacity in August

For Japanese auto companies experiencing the impact of the Great East Japan Earthquake, good news has been circulating recently. Based on the globalization trend of parts procurement, Japanese automakers have resumed production earlier than expected.

It is reported that Dongfeng Nissan is the earliest Japanese car brand to announce the restoration of production, and its current production capacity has returned to normal levels. Dongfeng Nissan executives said that unlike other Japanese car brands, the focus is on North America. Nissan’s global focus is currently on China. Nissan’s headquarters will therefore transfer most of its parts and components to China, giving priority to the Chinese market. Toyota said that after reassessment, it is expected that each vehicle factory in China will return to normal production levels in the middle of this month. At the end of last month, Honda issued a message saying that currently Honda's automobile production in China is being adjusted according to the supply of parts and components in Japan. In the future, as parts supply gradually increases, Honda's automobile production in China will gradually increase, and it is expected that In August, both Guangqi Honda and Dongfeng Honda will resume or exceed normal production levels.

Survey: Japan's source of intense incentives to reduce overall

It is reported that due to the parts inventory is generally 1 to 2 months, the source of tension after the earthquake is fully highlighted in the terminal market. The reporter visited the Foshan market and found that whether it is Toyota, Honda or Nissan, the joint venture brand car dealerships have long been stretched out. “Basically there is no concession and the sources of supply are very tight.” A dealer’s view represents the vast majority of Japanese companies’ current Sales status.

It is reported that the vehicle source of Guangben in Foshan is quite tight. Although some models of the 4S shop have car supply, the discount is limited to individual models. FAW Toyota's hot-selling models do not have current vehicles. At the same time, all vehicle models have been fully reduced. In terms of Dongfeng Nissan, currently there are plenty of vehicles for Ma Chi and Tianyi. There are a small number of cars in Converse and Sylphy, and it takes 2 months for Sun to book the car. It takes 45 days for Zhuda to book the car. In respect of the preferential treatment, the discount for Tianyi has obviously decreased. The sunshine and Yanda also have only the incentive to save energy. In terms of Dongfeng Honda, CR-V and Civic have no current car sales, and SI Platinum Rui has a small number of current vehicles. The discount on the three major models has been reduced from earlier.

As for GAC Toyota, Highlander’s influence is relatively large and there is little incentive. In contrast, Camry's car is more adequate, and individual car dealers also sent 30,000 yuan spree. The Yaris discount also slightly shrunk, but more relative to the current car.

However, Japanese brands also have brands with exceptional supply. “The concession has basically remained unchanged, and individual models are more favorable than before the earthquake,” according to the person in charge of FAW Mazda’s 4S shop at Zhongchang Junda, Foshan. “Since Mazda's major factories are outside the earthquake zone, the impact is relatively small. Rui wing, Ma 6 and other models, still carry out 20,000 to 30,000 yuan substantial discount."

Non-Japanese brands did not start the price war to grab the market

As a Japanese car occupying half of Foshan, will the price increase drive the follow-up of other cars? Or other car companies will take the opportunity to squeeze the Japanese car market. The reporter learned from Citroen, Kia, Hyundai, Volkswagen and many other non-Japanese distributors that the current major businesses did not make adjustments to the Japanese car supply shortage. It is reported that due to the increase in sales, the German-American model also has a certain degree of supply shortages. At present, the supply of brands such as Volkswagen and Buick has also become tense. According to relevant person in charge of FAW-Volkswagen Foshan Tuohua Store, other models except Maseng have been in tension. The reporter learned from the Shanghai GM Buick Foshan Tongtai 4S shop that almost all vehicle types require one month. The Korean department and its own brands are relatively abundant. Independent brands such as Geely, Chery, BYD, etc., have ample supply of goods. In addition to normal holiday promotions, current business discounts and changes after the Spring Festival are not obvious. Dong Xu, general manager of Dongfeng Citroen Foshan Yueya Store, said that in the near future, it will focus more on the brand's publicity and will not adopt a price war strategy to compete for market share.

Forecast: Recent Japanese Terminal Vehicles Difficult to Relieve

The reporter visited and found that although the Japanese mainstream brands have all resumed production in advance, it is still doubtful when the terminal consumer market will return to normal. First of all, the shutdown caused by the earthquake has already formed a certain amount of inventory gaps. Guangzhou Automobile Group issued a statement saying that the earthquake caused the global automotive supply chain to be disrupted, and the company’s vehicle production in May may be reduced by 30% compared with the original plan. The data shows that in April Dongfeng Day production capacity was reduced by 25,000 vehicles. Dongfeng Honda also stated that due to the impact of the earthquake, Dongfang's annual production will be reduced by 5% to 10%, and the listing plan for the new Civic will be postponed. A Japanese brand official said frankly that if the Japanese car has been popular, the tension between supply and demand can continue for a long time.

The industry generally believes that due to the sluggish auto market this year and the acceleration of Japanese production resumption, it is expected that before and after the “11th”, the shortage of Japanese car supply will be effectively alleviated.

Reminder: Do not have to buy "high-priced cars"

Dongfeng Yueda Kia Foshan, a salesperson pointed out that buying up or not buying is not suitable for auto consumption, buying a car is a consumption rather than investment. The impact of earthquakes and other natural disasters on the auto market is only an imbalance in the short-term supply of parts and components, and the impact on the auto industry is not a long-term one.

According to the relevant person in charge of Honda Automobile, the impact of the earthquake disaster is short-term. In the long run, in the second half of this year, Guangqi Honda will complete the Zengcheng plant's capacity expansion project, which will increase the annual production capacity from 120,000 to 240,000. The industry generally predicts that due to the general downturn in the auto market today, if the domestic auto market demand does not show abnormally high growth, the impact of the earthquake on Japanese cars will gradually disappear around the 11th Golden Week. In addition, Japanese cars are expected to have a "bloody" in order to lose ground. According to the data, the domestic market share of Japanese cars dropped by more than 1% between March and April. The factors of tight supply and demand of goods and price increase will still cause this market share to decline for a longer period of time. Therefore, the possibility of a "counterattack" after the recovery of Japanese car production capacity is greater. Until now, most Japanese cars have not adjusted their annual sales targets.