Where is the automobile industry that has been restricted to driving?
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In 2013, China’s auto sales exceeded 20 million vehicles and it was a foregone conclusion. In December, the last “collective panic month†broke out and the race rushed to 21 million vehicles.
The rise of the car-buying boom at the end of the year was not unrelated to the recent “sneak attack†restriction of purchases in Tianjin. On December 21st, Shijiazhuang was the first to implement the vehicle tail number restriction measures, triggering a flood of people buying cars. Shijiazhuang dealers are even more hotly attacked. A dealer has used a slogan: “I don’t buy it today, and I won’t let it go tomorrow! Tianjin’s 2.36 million vehicles are all restricted, and Shijiazhuang’s 2.6 million vehicles will be restricted. Maybe be far? Month, maybe two weeks..."
Some netizens laughed that the dealer was not afraid of being "forwarded 500 times"? Someone also summed up a sentence: In the automobile circle, the more negative the rumors are, the closer to the truth. The Tianjin restriction purchase was a chicken rooster in the middle of the night after the experts said that “the near-term unlimited car is possible.†The citizens were caught off guard.
Therefore, not only are those cities that are discussing how to limit the number of vehicles, as long as they are not far behind Tianjin, or have been hit by haze, regardless of the government's intentions, consumers are starting to panic. The direct result is that the auto market has been blowout since December. The tail number limit line that was suddenly implemented in various cities in Hebei caused consumers to feel a sense of fear of double the number of cars sold, resulting in a doubling of the number of car dealers. In Suzhou last year, which was only ten thousand cars with Tianjin’s vehicle ownership, it was just eroded by smog, triggering a large number of citizens. Crazy car grab. Cities such as Shenzhen, Hangzhou, Chengdu, Chongqing, Qingdao, and Wuhan, which were unfortunately listed on the list of “blocking cities,†have also witnessed an overwhelming purchase. Looking far, the automotive market is in a good situation.
Before the implementation of the automobile purchase restriction policy in Beijing, the number of car ownership had reached 4.8 million units. Starting from Guangzhou, the automobile purchase restriction standard was cut in half. As long as more than 2 million red lines are crossed, it will be possible to shoot down the big hands that are restricted to purchase. Judging from the negative sentiment triggered by the Tianjin purchase restriction, the public is very disappointed with the opacity of the automobile policy. This distrust has accelerated the sales growth of the auto market and triggered a wave of overdraft consumption.
The industry’s concern is that this kind of panic buying caused by distrustful emotions will push the auto industry to the top of the tower for several years and then suddenly fall to the bottom of the tower, will cause great turmoil in the auto industry. Perhaps, China's auto sales in 2015 could really surpass 25 million vehicles, as transnational car companies have generally predicted. However, if companies meet the panic buying demand and expand production capacity endlessly, the risk will be enormous. When China’s auto sales finally recover, when the multinational car companies can make more profits and switch to other developing countries, Chinese local auto companies may have already lost their troops in this battle. The surplus production capacity left behind will cause huge waste, and it will eventually become a burden on society. Now, it is no longer meaningful to go and argue for the false proposition that "the car is the biggest culprit of PM2.5." Taking the argument that "there are more than 8 million vehicles in Tokyo and New York, and there is still no traffic jam", it is impossible to achieve satisfactory results with domestic cities that have serious environmental pollution and unscientific road construction that leads to traffic jams. For many cities, car purchase restriction has become a “public welfare project.†Especially in the current situation of severely unbalanced urbanization development and lack of public service infrastructure, some cities can only alleviate traffic and environmental protection through car restrictions. pressure. Urban managers lack long-term planning and are concerned only with current GDP development and performance. Under the background that real estate is the mainstay of the economy and high-pollution chemical plants can achieve high production value, vehicles that are blamed for environmental pollution and traffic congestion are the “culpritsâ€. Was sacrificed.
Whenever there is a problem with urban development, it is a so-called “wise choice†for some governments to weigh the interests of gainers and losers. Some cities rely on real estate and low-level and high-polluting industries. Although the contribution of automobile companies is large, automobiles are not only used for local consumption. As long as they can guarantee the sales of enterprises, they can still obtain stable tax revenue. Increasing government revenue is much easier than closing a highly polluting factory.
Some people say that purchase restriction is a "lazy government" of local governments, but in fact, this is precisely the performance of some local governments "wisdom." The auto industry, which has the most open market and can represent technological advancement, environmental protection and industrial level, should not receive such treatment.
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