It's been a week since the car sales, so let's not talk about the obvious and express my humble opinion.
1: Let's talk about the essence of price reduction of fuel vehicles (there is no growth in the market but only inventory).
Stock consumption is getting less and less. In recent years, there are new energy sources in the case of only fuel vehicles, and the market is tight at both ends (less fish and more people fishing)
2. The irresistible trend (fuel vehicle-new energy) is the same as it was more than 20 years ago.
At present, (motorcycle-electric bicycle) is only in the cycle of alternating renewal, but the release of passenger car sales in February (for your own reference) has made it clear that the penetration rate of new energy has become higher and higher. The trend cycle is irreversible.
3. Industrial Revolution (there are too many foreign patents and too many technical monopolies for fuel vehicles) As latecomers, it is basically impossible for us to overtake in this industry. We might as well reopen the track.
4. In the next few years, in the absence of incremental consumption in the automobile industry, the struggle between automobile enterprises will become more and more fierce (there is no meat in their own bowls, so they can only grab the meat from others' bowls, and there will be constant mergers and acquisitions of eat small fish to eat big fish), but this is a road that must be taken and a cycle that must be experienced. Finally, there will be industry giants, which is the national enterprise we really need.