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苏宁国美天猫纷纷卖车:汽车销售也迎来“野蛮人”叩门

2017-08-27 07:30:48   中国经济网

新车电商平台“大众侃车”也在近日宣布正式获得重庆渝隆资产经营(集团)有限公司(简称渝隆集团)数千万元A+轮投资。据悉,大众侃车在此次融资中估值超10亿元人民币。这一平台虽然不如前几家实力雄厚,但却是汽车超市的积极践行者,大众侃车旗下的千城特卖汇,近年在三四五线城市等汽车消费崛起很快的地区经营得颇有声势。除了这些综合性的平台,还有优信、神州、易鑫、瓜子等新面孔,侧重从二手车、出行、汽车金融等领域发力。

不管是政策层面,还是实际操作层面,都表明一直以来以品牌授权为核心的4S模式为主的汽车销售形式将发生巨大变化,多元化的销售模式正在一步步成为中国汽车市场的新趋势。

机遇?挑战?

无论愿不愿意承认,传统4S渠道已然被崛起的新玩家撕开一道口子。最明显的是二手车领域,以往散乱差、口碑非常差的二手车交易,在优信、瓜子、人人等二手车电商平台崛起后,消费者终于有服务统一、收费透明的二手车交易平台,而此前多年不温不火的二手车交易量也在这些有资本推助的二手车交易平台的促进下,一年比一年火爆。去年,全国二手车交易量首次突破千万辆,今年上半年更是同比增长21%,达到583.71万辆。

在新车交易领域,新的外来者也颇有收获。不管是出于长远考虑,还是出于市场竞争激烈,销售目标却年年增高的短期销售压力,整车企业都对新的渠道持开放合作的态度。尤其一些销售低迷的汽车品牌,甚至把新渠道当作清理库存、提升销量的重要武器。

但新车不像二手车,二手车交易不是传统4S店经营利润的重点,新车交易则是。面对新渠道的挑战,传统经销商也在通过多种方式来抗衡。最为直接的,则是经销商联名上书,抗议厂家对传统渠道和新渠道的不同定价,有失公平并违反法规。也有经销商尝试电商等新模式以图自救。2015年,由多家核心的汽车经销商集团、美国COX集团(全球最大的汽车线上线下交易和服务平台)及招商银行共同发起和出资成立的汽车街,就是传统汽车经销商尝试新渠道的典型代表。

除了传统渠道强大的影响力短期内难以撼动,新渠道竞争者还需要和整车企业博弈、和汽车售后领域多年的标准缺乏、信息不透明做斗争。不少汽车行业观察人士认为,虽然国美、阿里这些渠道叩门者代表了未来的发展方向,但短期内很难在行业里翻起太大浪花,顶多是传统渠道的补充。

一是国美、苏宁在家电领域的成功反而是其进军汽车行业的一个障碍,其强大的渠道掌控能力会让主机厂忌惮。“没有主机厂会愿意看到一个具备很强议价能力的渠道合作伙伴,家电制造商的教训汽车主机厂都清楚。”

而且电商能颠覆的传统行业都是有不少中间环节和成本的,而汽车很特殊,只有经销商一个中间环节,这一环节从消费者角度来看很需要,不管是看车体验,还是交付提车、售后保养维修,都躲不开这一环节。近年来由于汽车市场竞争激烈,新车销售利润很低,销售价格低于进车价格的销售倒挂非常普遍。

二是售后领域长期缺乏统一标准,配件不统一,服务水平参差不齐,不是仅仅靠互联网加持,有强大的线上能力就能改变的,此前已经有专注于汽车售后领域的电商平台折戟。

但不管怎样,在新的叩门者眼中,汽车电商是中国最大的风口,必将催生比肩BAT的新互联网巨头。

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