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魏建军失去中国汽车首富头衔 SUV市场面临重新洗牌

2017-09-20 18:57:06   中国经济网

魏氏对于新能源车的不信任由来已久。即便已被迫做了部分技术储备,但目前基本属于防御性,“双积分”政策下原本在油耗竞争上落于下风的长城汽车短期内只能依靠部分不成主流的电动车型勉力维系。但若要加大技术投入,则势必影响在15万至20万价位内的中期布局,而后者恰恰是长城汽车摆脱“低价、皮实”品牌定位,谋求更大单车利润空间的关键所在。

同时,如何争取90后消费者欢心也是一道难题。虽然SUV近年来在中国市场一直保持年均20%的复合增长,是占据全球车市三分之一天下的中国汽车消费中极少数可以长期乐观的单品,可惜,截至目前只有不到20%的年轻人才选择了长城,反倒是沾取沃尔沃余晖的吉利以及请来马云助阵的上汽,还有起步即定位互联网和新能源概念的蔚来汽车,和电力驱动技术研发实力最为强劲的比亚迪更易撬动他们的支付体系。而更多未来的中国汽车埋单人,也已相信合资品牌汽车会如奢侈品一样逐步放软身段放弃暴利,以期依靠消费数基获取最大化利益。

一枝独秀时代恐不再来

在因“中国劳斯莱斯计划”误判折损十数亿并彻底放弃20万-30万元SUV市场后,魏建军做出两个补救—先是尽可能延长哈弗H6老款的利润贡献时间,利用车市畅旺获取最后的红利,同时将重点市场中枢下移至15万至20万区间,通过在全国构建单店投资高达2000万元的4S店以及借助各地万达广场全力展示,以期构建一个区别于老品牌的新形象。

应该说以战术而言这并没有什么大错,2016年首度年百亿利润更是近乎“封圣”的成绩。然而盛极而衰,从2017年年初手动变速箱盲目加量生产以致积压,至10亿红包清库存不力,再到新车型延迟推出,连番失手伴随股市沽空蜂拥而至。而这一切回溯根由正是缘于之前冒进引发的节奏错乱。或者说,长时间围绕长城SUV的光环让魏建军沉迷于自己头脑中的发展蓝图,结果被凭空抽离丧失了两年时间,这也给他造成了远大于金钱蒸发的困厄。

曾有市场人士称,那份难看中报出炉之时就是利空出尽之日。显然,有人过于乐观了。8月,长城汽车共销售7.4万辆,同比上升0.8%,环比上升6.7%。其中,哈弗品牌SUV销售5.8万辆,同比减少9.3%,而主力的H6销售3.9万辆,同比下降了3.7%,寄予厚望的“WEI”车VV7,虽然仍在爬坡阶段,但放量情况并不容乐观。

平淡无奇往往酝酿着某种危机。

可以预言了,2017年将是长城汽车非常艰苦的一年,而2018年将是竞争更趋惨烈的一年,即便其能扎稳马步,但过往一枝独秀时代不会再来。没有想象空间了—这大概正是 “高盛阴谋”的立论点。

亨利·福特至死都是一个相信直觉的理想主义者,魏建军继承了这份衣钵,哪怕他会在一年内两次召开反省大会,但正驾驶上从来只有他一个车手。

据说,昔日的这个保定车神很热衷玩飘移,咬地过弯固然精彩,但一旦失手后的结果,却也难以预测。

现在,只能祝好运。还好,比起40岁才创业的老福特,魏至少年轻。

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