截至上周一，中国汽车经销商协会指出，仅在2024年的前八个月里，经销商们已面临近1960亿人民币的巨大亏损风险，这一状况显示了行业资金流的极度紧张状态。
中国乘联会此前分析，虽然新能源汽车在中国市场销售表现出一定的韧性与活力，但整体零售乘用车销量增长预期却并不明朗，在九月份将维持平稳。这背后的推手主要在于政府对鼓励消费者淘汰老旧车辆、换购新车型提供的补贴政策的作用。然而，正是这些持续的价格竞争加剧了行业的困境。
其中最为畅销的汽车品牌在年初发起了一轮新的降价促销活动，以降低成本的形式刺激市场购买欲望，其行动呼应着自2023年初以来的激烈价格战。中国汽车经销商协会进一步指出，消费疲软是导致亏损的主要原因，并且强调仓库库存量过高使得经销商被迫以极低的价格抛售积压的商品。
鉴于此，该协会呼吁政府部门加强对汽车经销商财务风险的关注和监管，同时提供更多的财政援助以缓解当前压力。
新闻来源：www.bloomberg.com
原文地址：China’s Car Dealerships Facing Losses of Almost $20 Billion
新闻日期：2024-09-23
原文摘要：
Car dealerships across China are facing losses of almost $20 billion as consumers hold off on making major purchases and vehicles pile up in sales lots.The country’s car retailers are experiencing “extremely intense liquidity” and looking at losses of about 138 billion yuan ($19.6 billion) for the first eight months of 2024 alone, the China Automobile Dealers Association said in a Monday.It called on the government to more closely monitor the financial risks faced by dealerships given the widespread problems in the sector and offer more financial support.While sales of new-energy vehicles in China are relatively strong, retail passenger car sales overall are more muted, expected to rise just in September, China’s Passenger Car Association said last week. Government subsidies encouraging drivers to trade in older cars are largely responsible for the NEV sales surge but dealerships are hurting due to the industry’s continued price war.The country’s best-selling automobile brand, , started a fresh wave of discounting at the start of the year, the latest in a ferocious round of cost cutting that’s been going on since the beginning of 2023 in an effort to get consumers to buy more cars.The China Automobile Dealers Association noted that sluggish consumption is to blame for dealerships’ losses, adding that wholesale inventory levels are high, meaning showrooms are then forced to offload excess stock at rock bottom prices.
