2024年,
北京奔驰真的急了?
2月亚布力论坛年会上,北京奔驰CEO段建军当众吐槽,有些车企靠堆料竞争,违背商业规律的堆料竞争策略,言论引起网络一片哗然。
随后,北京汽车于近日公布北京奔驰财务数据。数据显示,北京奔驰2023年收入224.84亿欧元(约合人民币1764.13亿元),领先大多数车企。
明面上,北京奔驰依旧是头部豪华品牌。但,华丽数据下,一场危机正笼罩着北京奔驰。
2023年,北京奔驰累计销量为76.5万辆,位居BBA第二。作为参考,北京奔驰2022年累计销量为75.39万辆。北京奔驰2023年除税后溢利29.99亿欧元,2022年为36.49亿欧元,同比下降17.81%。
经计算,北京奔驰去年净利润约减少50亿元。销量微增、利润大跌的背后,是北京奔驰已深陷价格战“泥泞”——以价换量。
早在2023年年初,坊间便传闻奔驰开展“11万元巨额优惠”,尽管后续经查明是营销噱头,需要满足多个条件才能享受优惠,但滔天的降价潮袭击下,哪怕是
奔驰C级等主力车型也不得不妥协,优惠幅度在5万-7.5万元波动。
或许,奔驰等豪华品牌曾预想过,车圈“降价”不过是场阵雨,过不了多久就“天晴”。事与愿违,即使是在一年后的今日,价格战不仅没有丝毫消停的迹象,反而愈演愈烈。
回望2023年,当宝马、奥迪两大对手陆续推出优惠政策,加上凯迪拉克、沃尔沃等二线豪华品牌产品推出大幅度优惠,多方夹击下,奔驰若不及时选择降价,将会失去市场份额,难登头部豪华品牌序列。
降价,虽然能在短期内守住“江山”,但对北京奔驰而言,其花费数十年在国内构建的燃油车价格体系,将随着价格战持续,走向崩塌。年前,我们曾走访部分奔驰4S店,包括奔驰A级、C级、GLA、GLB在内车型,降幅普遍在10万元左右。似乎,“不努力,只能买BBA”不再是一句玩笑话。
价格战看似无比凶险,但并不足以称之为奔驰,甚至是北京奔驰的“危机”,只是多赚、少赚问题。抛开百年底蕴的梅赛德斯-奔驰不谈,仅仅是北京奔驰,自进入中国市场开始,几乎享受了汽车产业发展的红利期。
正如此前起亚杨洪海所说:“贴得起中国市场,你本土车企有这个资金实力玩?”
从某种程度来看,北京奔驰的“危机”不在今朝,而在未来,即电动化。奔驰虽然是传统豪华品牌,但是其在制定电动化计划时,却远比大多数车企激进。
早在2019年,奔驰便率先推出首款纯电车型EQC。2021年,奔驰便提出“全面电动”战略,计划9年投入400亿欧元,欲在2025年实现纯电和插混销量占比达50%。从相关机构调研数据来看,奔驰距离实现目标遥不可及。
有数据显示,2023年中国35万元以上电动车销量占比中,腾势、宝马占比分别为22%、20%,而奔驰占有率仅为0.64%。另外,本应是奔驰电动化“先锋”的EQC,不仅没有为品牌敲开电动化大门,反而出现销量低迷,甚至因质量问题被网友称为“工业垃圾”。
据市场反馈信息,奔驰EQC已从早期的60万元,降至24万元,然而2023年全年累计销量仍不足200辆。为了拯救品牌形象,奔驰多次尝试“自救”,包括推出EQA、EQB、EQE、EQS、EQE纯电SUV等,无一例外,均折戟沙场。
相比之下,自主品牌在高端新能源车市上一路高歌猛进。相关机构数据显示,仰望U8 2月销量为780辆,而
奔驰EQS SUV同期销量不足百台。
明面上,奔驰新能源汽车销量表现不佳,但更深层次的含义是,曾经与众多合资品牌构建国内燃油车价格体系,或者说规则的“制定者”,却在电动汽车时代几乎没有话语权。可以预见的是,即使是拥有百年历史的“内燃机”,也将被“电机”逐步替代。
2019年西安奔驰车主维权事件、奔驰EQC自燃消息、奔驰E级出现断轴现象.....,每则消息都在向奔驰发出“警告”。
或是因为三叉星的光芒足以掩盖所有的负面消息,加上消费者对产品的追捧,奔驰并没有认真审视问题。哪怕是在2023年,奔驰品牌在国内召回次数依旧高达60次,涉及车辆超66万辆。
现如今,国内汽车市场早已不可同日而语,新能源汽车蚕食燃油车市场份额,以蔚来、小鹏、极氪、特斯拉等瓜分传统车企的销量。种种迹象均表明,奔驰躺赢时代已经落幕,唯有接受市场残酷竞争的洗礼,方能留存下来。
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