1. After April, the market output value fell by 1% year-on-year, and the number of maintenance and tire business increased in the first quarter
2. The launching ceremony of the Southern Express Group was grandly held
3. The performance of 17 companies in the lithium battery field on the Beijing Stock Exchange was released
4. The number of Tuhu car maintenance workshops exceeded 6,000
5. The General Administration of Customs released important data, among which the export of automobiles increased
6. The 2024 JD Car Maintenance Partner Conference will be held in Beijing
7. Qinghai: By 2027, the recycling volume of scrapped cars will be about double that of 2023, and the transaction volume of second-hand cars will increase by 45%
[After April, the market output value fell by 1% year-on-year, and the number of maintenance and tire business increased in the first quarter]
On May 9, F6 Automotive Technology announced that the market output value after April fell by 1% year-on-year and 5% month-on-month, and the number of units entering the factory fell by 1% year-on-year and 4% month-on-month. According to the data released by F6 some time ago, in the first quarter, the number of maintenance and tire business increased by 5% and 3% year-on-year respectively, and the sheet metal spraying and maintenance were basically close to the level of the same period last year, while the demand for flexible consumption such as beauty and boutique products was still declining; In the first quarter, the number of traditional vehicles entering the factory was the same as the same period last year, while the number of new energy vehicles increased year-on-year, of which the extended-range electric led with a year-on-year growth rate of 181%.
【The launching ceremony of the Southern Express Group was grandly held】
On May 9th, the launching ceremony of the Southern Express Group was held in Hangzhou Xiaoyuan Radisson Plaza Hotel. Zhou Jianzhong, Vice Chairman of Tianneng Holding Group, Zhou Kai, Chairman of Southern Express Group, Zhang Xiangong, Founder of Auto Parts Chain & Super Factory Alliance, Li Xuesong, Founder of Auto Parts Circle & Chain Distribution Network, founding members of Super Factory Alliance, and auto parts manufacturers and dealers from all over the country attended the event.
In his speech, Zhou Kai mentioned that the Southern Express Group was launched by the Express Group (Hangzhou) Technology Co., Ltd., which was established in October 2023 and relies on the concept of the upstream super factory alliance to directly connect the factory with higher returns. Through half a year's deep excavation and accumulation in Jiangsu, Zhejiang and Shanghai, a set of operation modes that are fully in line with the local wearing parts market have been polished, which can contribute more effectively to the development of the industry. He called on the participants to work together to promote the development of the auto parts industry and create a better future for the auto parts industry.
[The results of 17 companies in the lithium battery field on the Beijing Stock Exchange are released]
According to the news released by the Beijing Stock Exchange, as of April 30, 2024, all 248 listed companies on the Beijing Stock Exchange have disclosed their 2023 annual reports. After combing the battery network, it was found that at present, the listed companies in the lithium battery field of the Beijing Stock Exchange are constantly expanding, and the business of 17 companies included in the statistics involves batteries, materials, equipment and other fields. Among the 17 companies, 15 made a profit, 2 suffered losses, and 3 had a net profit of more than 100 million. At the same time, in 2023, there will be 11 listed companies in the lithium battery field on the Beijing Stock Exchange with positive year-on-year revenue growth, accounting for nearly 65%; There are 7 companies with positive year-on-year growth in net profit and double growth in revenue and net profit, accounting for about 40%.
It is worth noting that in 2023, the "new three" of new energy vehicles, lithium batteries, and photovoltaic products will add new colors to China's manufacturing, and relevant industrial companies on the Beijing Stock Exchange will continue to promote the pace of "going overseas" and gradually become a new engine for development. The Beijing Stock Exchange is becoming one of the important sectors for the IPO of enterprises in the lithium battery industry chain, and with the support of the capital market, it is expected to further innovate to improve quality and efficiency.
[The number of Tuhu car maintenance workshops exceeded 6,000]
Recently, Tuhu announced that its Tuhu Car Workshop has exceeded 6,000 stores nationwide, ranking first in the country in terms of scale, and continues to lead the automotive aftermarket. It is worth noting that Tuhu has developed rapidly in the sinking market, and more than half of the factory stores are located in second-tier cities and below.
It is reported that at the beginning of 2016, Tuhu began to lay out factory stores to standardize non-standard services in the aftermarket. Tuhu's starting point has always been to help franchisees dig gold in the automotive aftermarket, from the supply chain directly to the store's one-stop service. Now, 8 years have passed, and Tuhu has handed over the report card of more than 6,000 workshops and stores, and welcomes a new starting point.
[The General Administration of Customs released important data, including the growth of automobile exports]
On May 9, according to data released by the General Administration of Customs, in the first four months of 2024, the total import and export value of mainland trade in goods (the same below) was 13.81 trillion yuan, an increase of 5.7% year-on-year. Among them, exports were 7.81 trillion yuan, an increase of 4.9%; imports were 6 trillion yuan, an increase of 6.8 percent; The trade surplus was 1.81 trillion yuan, narrowing by 0.7 percent.
From the product level, data from the General Administration of Customs show that in the first four months, the mainland exported 4.62 trillion yuan of mechanical and electrical products, an increase of 6.9%, accounting for 59.2% of the total export value. Among them, the total export value of general machinery and equipment, household appliances, integrated circuits, automobiles (including chassis), and LCD flat panel display modules all achieved double-digit growth. Exports of automobiles in the first four months reached 1.878 million units, up 26% y/y.
[2024 JD Car Maintenance Partner Conference will be held in Beijing]
The 2024 JD Car Maintenance Partner Conference will be held on May 30 at the JD Intel E-sports Center in Beijing. It is reported that the brand upgrade ceremony & 618 kick-off conference will be held at the meeting, and share innovative ideas with everyone and explore new opportunities for win-win cooperation.
[Qinghai: By 2027, the recycling volume of scrapped cars will be about double compared with 2023, and the transaction volume of second-hand cars will increase by 45%]
On May 8, the Qinghai Provincial People's Government issued the "Implementation Plan for Promoting Large-scale Equipment Renewal and Consumer Goods Trade-in in Qinghai Province". It is mentioned that by 2027, the scale of equipment investment in key areas will increase by more than 25% compared with 2023. The energy efficiency of the main energy-using equipment in key industries has basically reached the energy-saving level, and the proportion of production capacity with environmental protection performance reaching the A-level has been significantly improved. The recycling volume of end-of-life vehicles has about doubled compared to 2023, and the transaction volume of used cars has increased by 45% compared to 2023.
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