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published in(发表于) 2016/7/12 6:20:07
Porridge, but the monks, the used-car market, China or difficult to profit,

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中文

Porridge, but the monks, China's used car market and to profit-used cars, automobile electrical contractor-IT information

A fast-growing market is not enough, good management is not enough. If an industry is awash with capital, and products can be substituted, then the profits will be thin. China's used-car market is very large, and will become much larger. In 2009, China's new car market beyond the United States, has become the world's largest market. China's new insurance vehicle overall means that the used-car market still has great room for development.

According to the China Association of automobile manufacturers (CAAM) and information (Wind Information), financial data, used-car sales in China last year to 8 million vehicles, about new car sales of one-third. In more sophisticated United States markets, used-car sales were nearly two times that of new car sales.

Opportunity is not to be ignored. Two online seller of used cars-qichezhijia (Autohome) and network (Bitauto) – have been in the United States market, both of which have parent companies with influence in China. Last month, the Australia telecommunications operator Telstra (Telstra) has sold nearly half of the shares to ping an insurance qichezhijia (Ping An Insurance).

Second-car network by market value, by China's Tencent, the Internet leader (Tencent), Baidu (Baidu) and East (JD.com). In the United States listed 58 City (58.com) also owned a used car subsidiary-seed network (Guazi), which completed its $ 200 million in financing in March this year. These companies and include all vehicles (Tencent is one of the investors) and cm (Limiku), a number of private companies to compete. Largest retail operator Alibaba (Alibaba) through its Taobao C2C site (Taobao) involved in the used car market.

Although competitors in the field a lot, but in 2015 qichezhijia revenue growth three-fourths. Easy network of top-line growth one-second. However, because the two companies to gain market share and expand the war, marketing and sales costs rose by more than 1 time. With the increasingly fierce competition, spending is unlikely to be reduced. Meanwhile, new owner peace after the restructuring of the Board of Directors, qichezhijia generous rewards are no longer necessary. The past year, the shares of both companies have fallen by nearly half.

A market may have great potential, but the potential of each of these companies is minimal. Used car dealers to invest in China, perhaps as a kind of trading gains based on macroeconomic conditions. Bet on continuing operations performance, you are likely to be tied up.


粥多奈何僧众,中国二手车市场或难以盈利 - 二手车,汽车电商 - IT资讯

一个快速增长的市场还不够,良好的管理也不够。如果一个行业充斥着资本、且产品可相互替代,那么利润将是稀薄的。中国二手车市场很大,而且会变得大得多。2009年,中国新车市场超越美国,成为了全球最大市场。中国保有的汽车总体较新意味着,二手车市场仍有很大发展空间。

根据中国汽车工业协会(CAAM)和万得资讯(Wind Information)金融数据,去年中国二手车销量为800万辆,约为新车销量的三分之一。在更为成熟的美国市场,二手车销量差不多两倍于新车销量。

其中的机遇并未被忽视。两家二手车在线销售商——汽车之家(Autohome)和易车网(Bitauto)——均已在美国上市,二者均拥有在中国本土具有影响力的母公司。上月,澳大利亚电信运营商澳洲电信(Telstra)把汽车之家近一半股份出售给了平安保险(Ping An Insurance)。

按市值计算位列第二的易车网,由中国互联网领头羊腾讯(Tencent)、百度(Baidu)和京东(JD.com)支持。在美国上市的58同城(58.com)也拥有一家二手车子公司——瓜子网(Guazi),后者于今年3月完成了2亿美元的融资。这些公司与包括人人车(腾讯也是投资方之一)和厘米库(Limiku)在内的多家私有公司展开竞争。最大的零售运营商阿里巴巴(Alibaba)通过其C2C网站淘宝网(Taobao)涉足二手车市场。

尽管该领域的竞争者颇多,但2015年汽车之家的营收增长了四分之三。易车网的顶线增长了二分之一。不过,由于两家公司为赢得市场份额而展开大战,市场营销和销售费用都增长了一倍以上。随着竞争愈发激烈,相关支出不太可能减少。同时,在新东家平安对董事会进行改组后,汽车之家的优厚回报不再必然。过去一年,两家公司的股价都下跌了近一半。

一个市场或许拥有巨大的潜力,但其中的每家公司的潜力可能极小。对中国二手车经销商投资,或许作为一种根据宏观经济条件的交易会有所斩获。对持续运营业绩打赌,则很可能被套牢。






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