FAW Toyota dealer: There may be no car available for sale at the end of the second quarter

“The reduction in the current discount may not be too obvious, but in April, if the supply is tight, the concession may be cancelled.” One week after Japan’s March 11 earthquake, the general manager of a 4S shop of a FAW Toyota in Shanghai made such a Prediction.

This prediction has become a reality since yesterday. “From April 21st onwards, we have all recovered vehicle models and sold them at the guideline price.” Another Shanghai general manager of FAW Toyota 4S Store, Mr. Zhang, told reporters.

The cancellation of vehicle models is followed by the loss of customers, but these are far from the worst case Toyota dealers are facing. "There may be no car to sell at the end of the second quarter!" Mr. Zhang was pessimistic and determined.

Miss Liu, who just mentioned the car, was very pleased because she caught up with the last train of the Toyota model. Ms. Liu set a 1.6L Corolla [Summary Picture Forum] model at the beginning of March with a discount of around RMB 1.3 million.

Since the Great East Japan Earthquake, Corolla's concession has dropped from 15,000 to 13,000, then to 8,000 yuan, and finally to 6,000 yuan. Now there is no one-point discount. Dealers have revealed that after 3.11, the sales of domestic Japanese models are one price per day.

“Because of the lack of capacity, the price increase by terminal dealers is an inevitable result. The market share of Toyota and even the Japanese will certainly decline. It has dropped by 1 percentage point in March and will definitely continue to decline in April. The game between consumers and dealers In the tussle battle, the Japanese department will certainly lose some customers and switch to other brands," said Rao Da, Secretary-General of the National Passenger Vehicles Association.

Mr. Zhang told reporters that the most terrible thing in this time is not the loss of customers, but the end of the second quarter may be no car to sell! "Now some order customers have come to see our price increase and want to come back. We will encourage sales consultants to help prospective customers to cancel orders, and will not receive customer liquidated damages as before."

Like Mr. Zhang, Toyota dealers are generally worried that they will face no cars to sell at that time. After all, Toyota Motor will have some uncertainty in the future.

J. D. According to Zeng Zhiling, research director of Power Asia Pacific Automotive Markets, from the current perspective, the supply of OEMs is not a problem. However, in the specific production situation after May, no Japanese OEM could give a commitment to normal production. “The area where the earthquake zone in Japan took place is where the semiconductor industry is concentrated. Renesas, which holds a dominant market share in the automotive electronics industry, and Hitachi Plant, which supplies automotive air filters, are located in the earthquake zone. Moreover, the operation of these factories depends on nuclear power, in the northeastern part of Japan. Electricity may not be able to return to normal levels until 2012."

Zeng Zhiling said that apart from some key components, 44% of the automatic transmissions that are matched by Japanese cars produced in China rely on Japanese imports. "These are likely to impact the domestic sales in the second quarter, which is expected to reduce 300,000 vehicles."

"FAW Toyota no longer supplies vehicles to dealers in May and June. Even if there are some stockpiles now, it is necessary to slowly increase the volume." Mr. Zhang said, "Now, there are already dealers in the field starting to stop the car and suspend sales. There is a stock car."

Related to this, dealers' attitudes toward customers are no longer as "tense" as before. The reporter called the Shanghai Jinjiang Toyota 4S shop and the sales consultant of the 4S shop of FAW Toyota Motor respectively. They all calmly stated that the models no longer have concessions. Even if reporters expressed their intention to go to other stores to buy, they would no longer be as usual, saying that they could “talk to the shop” to exchange their words, and they were even less eager to leave information calling customers.

“Compared to last year, we are now in a more comfortable mood. After Toyota recalled last year, there was a period of time when there was no car market. At that time, we desperately tried to promote and promote models. We saw daily pressure on inventory. It is anxious that this year is due to insufficient supply of manufacturers, there is no current car, and the sales target of the manufacturers will not be forced tightly. As long as one car is sold, it will make a profit,” Mr. Zhang told reporters.

Mr. Chen, the sales manager of the Toyota dealership in Puxi, told reporters that, to some extent, the earthquake in Japan helped terminal distributors sort out prices. Last year, Toyota recalled the incident, resulting in chaos dealer prices, psychological vulnerability has become more fragile, everyone competing more concessions. The lack of output caused by the earthquake can allow dealers to overtreat their lives. Even if they do promotions, they will gradually increase their prices, and they will not suddenly get more than 10,000 yuan per vehicle as they did before March.