引子:2019年的车市将会如何?车业杂谈在春节前发布的两篇文章中有所阐述,结合行业政策、经济预期、消费风向等,对2019年车市总体持谨慎乐观的判断。
市场若如斯,车企会怎样应对呢?或许,我们可以从市场领先者在新年的重大举措中找到一些参考。
最新消息显示,一汽-大众的第三个品牌(奥迪、大众之外)将于2月26日在德国狼堡大众总部发布。据悉,该品牌是针对中国市场的新品牌,由一汽-大众负责生产销售。在一张网上流传的商标注册信息中,我们也发现了一些蛛丝马迹,一汽-大众将生产除奥迪、大众品牌之外的系列乘用车,即捷达。此外,一汽-大众还可能在2019年停产现款捷达车型,即便这款车在2018年的销量超过了30万辆。
在新年伊始,一汽-大众针对2019年车市作出如此大的举措,着实让人关注。
01
一汽-大众发布第三个品牌,是一个新消息,也是一个老故事
大众汽车针对中国市场发布新品牌的消息在2019年坐实,是一个新消息;但回顾大众汽车在2015年就释放过要针对中国市场发布全新廉价品牌的消息来看,以上不过是一个老故事。
但不管如何,尽可能进入多的细分市场、从而扩大市场份额,一直以来都是这个最早进入中国市场的大众汽车(早年进入中国市场也持同样目的)所谋求的目标。这一点,我们也可以从大众汽车虽历经坎坷却依然推动奥迪与上汽的合作事件中看到些许端倪。
据悉,新品牌将主要面向12万元以下的市场,并将在2019年推出1款三厢轿车、2款SUV。从产品品类来看,三厢轿车及SUV车型均是国内最主流的品类,二者在2018年的市场份额几乎瓜分了乘用车市场。所以,一定程度上讲,这从侧面表明了一汽-大众对新品牌的销量寄予了较大希望(且年销超过30万辆的捷达都可停产,可见新品牌所图非小)。
02
一汽-大众新品牌有走量的市场基础吗?
数据显示,自2014年以来,国内市场内购车预算在14万元以下的比例总体呈上扬趋势,至2018年累计超过41%;其中,购车预算在9万元及以下的比例超过12%。
此外,自2014年以来,国内四线及以下区域市场的份额也呈逐年上升趋势,至2018年累计超过32%。
基于这两组数据,我们可作出基本判断,一汽-大众即将推出的新品牌所面向的目标市场有潜力可挖。此前提到的捷达(指导价8.11-10.88万元)在2018年实现超过30万辆的销量表现,也从侧面证明了这一点。
日前,国家发改委已公开发文,将通过政策刺激汽车消费,尤其是扩大乡村市场的汽车消费。或许,这也是推动一汽-大众新品牌走量的一道春风。
与2015年所处的市场形势不同,2019年国内车市会给予车企较大的压力,一汽-大众选择在此时发布酝酿已久的新品牌,意图通过扩大低端市场份额来抵御市场风险,其战略执行的时间节点和市场策略都拿捏得甚是到位。
不过,尽管一汽-大众新品牌有大众的背书、甚至是冠以捷达之名,它能否得到向来只对“大众”品牌情有独钟的国内消费者的青睐,却是未知之数(斯柯达之于大众品牌的案例,或值得参考)。此外,目前国内12万元以下市场,主要由中国品牌把持,除了性价比是其优势之外,近年来中国品牌车型在品质上的提升也有目共睹。由此,这也给一汽-大众新品牌提出了挑战,在新品牌的背景下,其会否在产品层面给消费者多一些惊喜、又如何区隔其和大众品牌车型间的关系,或许都值得我们期待。
03
除了作用一汽-大众,此新品牌对一汽集团的间接影响也值得关注。
新品牌对一汽-大众的作用,自不必多说了。进一步来看,一汽-大众的新品牌对一汽集团的影响或也值得关注。
目前,除了一汽奔腾与红旗在乘用车市场有所表现外,一汽集团其余自主品牌乘用车表现亟待提升;当前,红旗品牌正恢复高端品牌之势,而在主流乘用车市场,较之上汽集团等,一汽集团显然还需要扩大市场份额,不论是合资品牌还是自主品牌。
此外,国内车企合并早有传闻,体量扩大既利于“大鱼吃小鱼”,也利于在接近存量市场的国内车市获得更多的体量优势(产业价值链上如零部件供应等)。
当然,这些设想也取决于新品牌是否能顺利走量,也同样要考虑区隔其与“已换了新颜”的奔腾的些许关系。
写在最后:在新年发布新品牌,扩大低端市场份额,这无疑是大手笔。而作为抵御车市风险的手法,一汽-大众此举值得参考。
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原创文章,作者:cesifu,如若转载,请注明出处:http://www.cesifu.com/article/7440.html
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