A total of 7700+ homes! What layouts and adjustments did the five auto parts chains including Xinkangzhong and Kuaizhun make in the first half of the year?

Some people say that in the first half of this year, the auto parts track was "quiet".

First, the growth rate of mainstream auto parts supply chain companies has slowed down, and the number of stores has stagnated; second, auto parts players have successively proposed strategies for deep cultivation of stock; third, there are few auto parts financing and mergers and acquisitions.

The silence of the auto parts track is also expected: logistics stagnation under epidemic control, stagnant production of manufacturers, accelerated penetration ofnew energy, bleak business in auto service stores, capital withdrawal...

However, there are also some subtle changes in the auto parts track in "Torment".

AC Auto took stock of the actions of 5 consumable parts auto parts chains in the first half of the year, namely Xin Kangzhong, Kuaizhun vehicle suits, three heads and six arms, Haomeite, and European maintenance, and tried to explore how the leading enterprises were laid out and adjusted in the predicament (for details of the inventory, see bottom of the article).

01. Capital retreat, growth slowdown, and deep ploughing of stock

According to the incomplete statistics of AC Auto, as of June 2022, there are 1200+ direct-sale stores of Xinkangzhong, 1800+ of Kuaizhun car uniforms, 2500+ of three heads and six arms, 1800+ of Homet, and 400+ of European maintenance; a total of 7700+.

Compared with 2020, the growth in the number of these auto parts chain stores is (European maintenance has not been included in the statistics):

Xinkangzhong 200+, Kuaizhun car suit 300+, three heads and six arms 500+, Haomeite 200+.

Extend the time dimension and compare the number of stores of these auto parts companies in 2019 compared to 2018:

Xinkangzhong 300+, Kuaizhun car suit 400+, three heads and six arms 900+, Haomeite 500+.

Combined with the financing situation in the auto parts supply chain in the past five years, some clues can also be seen.

As can be seen from the above figure, auto parts supply chain companies ushered in a small upsurge in financing in 2018 and 2019.In 2019 alone, all the top auto parts supply chain platforms have completed financing. According to AC Auto statistics, the overall financing amount is about 5.5 billion yuan.

With the help of capital, auto parts chain enterprises have also ushered in rapid development.Taking the three heads and six arms with the largest number of outlets as an example, nearly a thousand new franchisees have been added in 2020 alone.

However, in 2020, the epidemic has disrupted the development rhythm of automobile enterprises, and the supply chain field has also entered a cold winter of capital.In the first half of this year, there was only one financing in the field of wearing parts (Chebeibao received an investment of 15 million yuan in April).

Under the background of repeated epidemics and capital withdrawal, the road of network expansion for auto parts chain enterprises is becoming more and more difficult.The scale growth rate is limited, and supply chain companies have also begun to explore new ways. Deeply cultivating the stock market has become the preferred strategy for many companies.

Kuaizhun vehicle clothing put forward the strategy of "three major focuses", focusing on the improvement of theoutput valueof small and medium-sized service stations ; focusing on key areas to create models; focusing on core product lines, focusing on traditional hot-selling product lines such as oil tankers, and expanding more competitive products.

Three heads and six arms will comprehensively promote digital construction, focusing on building a digital "supervision system", and cultivating the stock market as the current focus.At the same time, adjust and optimize direct business.

Haomeite revealed that in the first half of this year, it will continue to deepen its selection and urban operation center strategy.

02. Looking for new increments: tires, whole vehicle parts, new energy

For auto parts chains, expanding categories is also one of the important ways to increase revenue.

The value brought by the tire business and the whole vehicle parts business is even greater.

According to the data, in 2021, the overall wearing parts market will exceed 300 billion, of which the passenger car tire market will reach 120-140 billion, ranking first or second with the oil market (110-120 billion).

Xinkangzhong has acquired a number of tire dealers in 2021, and signed head-to-head cooperation with a number of head tire brands.

This action continued until the first half of this year, and Xinconzhong reached cooperation with Wanli Tire and Sailun in January and June respectively.

European maintenance established a new tire business department this year, and introduced its own brand European maintenance tire brand in June, striving to build a new tire network in addition to the vulnerable network.

Of course, the tire business isn't easy to chew on.

According to industry insiders, the storage and distribution of tires is different from conventional wearing parts, and car owners have a strong sense of brand.The auto parts chain platform expands channels and distribution efficiency by integrating traditional tire dealers. However, some channel dealers were not regular troops before. Once they operate in compliance, it is difficult to make profits, and the integration is not necessarily smooth.

"The tire will be dominated by the 2C model in the future, and the e-commerce platform will have a strong voice," the person said.

In the layout of the entire vehicle parts business, Kuaizhun Vehicle Service has set a target of 600 million in 2022.

In March of this year, Dingteng Technology Co., Ltd., founded by Wang Zheng, co-founder of Kuaizhun Vehicle Co., Ltd., acquired Baichuan United.Dingteng Technology Co., Ltd. is the strategic core supplier of Kuaizhun car clothing, and it is worth paying attention to what impact it will have on Kuaizhun's entire vehicle parts business.

However, the other four auto parts chain enterprises have not seen more actions in the layout of the whole vehicle parts.

In terms of new energy business layout, Xinkangzhong is the most aggressive.

On the one hand, in order to reduce the impact of new energy on the supply chain, the front-end warehouse network, which mainly focuses on maintenance parts related to fuel vehicles, has been transformed and optimized;

Since the cooperation between Xinkangzhong and Tedian in January, it has continued to June, and there are new energy-related layout actions every month (for details, you can read: Tuhu Tmall Cars "Fighting" New Energy).

European maintenance also brings new energy layout into the current focus.The first is to strengthen the connection with new energy companies, and to pilot the storage and distribution of power batteries; the second is to carry out technical training for new energy vehicles in the auto service chain.

03. The supply chain is still the focus, and it is not easy to control the terminal

Following Xinkangzhong's launch of Tmall Car Care, the concept of "repair integration" has been further recognized by the industry.Since 2021, many supply chain platforms have followed suit, making "circle terminal stores" an important strategy for future development.

From the perspective of the overall efficiency of the industry, “repair” can be driven by “distribution” to turn passive services into active services, and “repair” can be used to drive “distribution” in the opposite direction to improve supply efficiency. Repair and repair coordination will be the ultimate way to improve the overall efficiency of China’s automotive aftermarket. war.

In 2021, the Tmall Car Raising Joint Operation Center was released, which was interpreted by the industry as a practice of Xinkangzhong's comprehensive 2C strategy, and also marked the adjustment of the group's entire business structure. The business form mainly focuses on cat raising and car ownership.

In March this year, Xinkangzhong launched a "repair workshop" focusing on maintenance and a "gold iron rubber" light chain project focusing on tires and chassis, further strengthening the "repair integration".Shang Baoguo, president of Xinkangzhong, said, "Tmall Cars focuses on long-term value, while light chains are more focused on the present."

After completing the integration, European Maintenance also focused on the terminal network layout, launched a new investment and franchise policy on the maintenance side, and proposed the goal of achieving 1,150 terminal layout in 2022.

Let’s look at the Kuaizhun car uniform “Jingmao Car League” and “Che Xiaoyang” with three heads and six arms, which are still in the trial operation stage and may be adjusted in the future.

Kuaizhun Car Service changed the name of "Jingmao Car League" in April this year, but the name has not yet been determined. The original "Jingmao Car League" team set up a project team, which is piloted in many places, and is specially responsible for helping the repair shop grow. .Jiang Renhai revealed that there will be some market moves in the second half of this year.

Song Jibin with three heads and six arms emphasized in an exclusive interview with AC Auto in April that the core goal of Che Xiaoyang is to empower the repair shop and provide a complete set of solutions.The market strategy is to deepen regional cultivation, and to develop a new region after a thorough understanding of one region.Up to now, Che Xiaoyang has densely deployed more than 20 stores in the Foshan area.

For the three heads and six arms, the value of Che Xiaoyang is more about in-depth service of the repair shop from the perspective of the repair shop, so as to help franchisees better understand customer needs, which is part of the latter service in the future.

Although Haomeite has laid out the special maintenance car as early as 2015, it has not seen any further action so far.

On the whole, the supply chain is the current focus of Kuaizhun car clothing, three heads and six arms, and Haomeite.

A senior person said that from the perspective of the terminal network layout of the five auto parts chains, it is not easy to achieve a good road of repair and coordination.

Attachment: Inventory of events in the first half of the first half of the five major supply chain companies

● Xin Kangzhong

Terminal service network: Two major franchise service brands, Xiufang and Jintieqiu, have been launched to develop in parallel with the Tmall car-raising chain system.

Tire business: reached a "head-to-head" cooperation with upstream brands Wanli Tire and Sailun.

New energy business: From January to June, after reaching a cooperation with Teel, there are new energy-related layout actions every month;

Supply chain sinking: the establishment of a joint venture company with Gaubb has developed rapidly.

● Quick and accurate car uniform

Deeply cultivate the foundation: put forward the "three major focus" strategies of focusing on service stations, focusing on key areas, and focusing on core product lines;

Whole vehicle parts business: The annual target is 600 million yuan; in March, Dingteng Technology Co., Ltd., founded by Wang Zheng, the co-founder of Kuaizhun Autowear, acquired Baichuan United.

New energy business: Kuaizhun Vehicle Service has invested in Zhejiang Xinbianli Technology Co., Ltd., and its business scope includessales ofnew energy vehicles , production and testing equipment, and electrical accessories.

Terminal service network: Jingmao Chemeng (tentative name) has entered the adjustment stage.It is expected that there will be some big market moves in the second half of the year.

● Three heads and six arms

Deeply cultivate the foundation: improve the operational capabilities of service providers, focusing on building a "supervision system";

Incremental market: Add 600-700 service providers, focusing on the introduction of existing service providers;

Direct store business: strategic adjustment, according to the requirements of existing service providers, retain stores with good location and strong service function attributes.

Terminal service network: Che Xiaoyang is part of the future service, and the supply chain is the current focus.

● Homet

Deeply cultivating the base: selection and urban operation center strategy;

In June, Guizhou Zunyi Operation Center officially opened.

● European maintenance

In February, the integration of Ubisoft, Jianxin and Longxinda was completed, and the new company carried out business with Ubisoft as the main body, and advanced in three lines of product, distribution and terminal.

In 2022, it will focus on the layout of all vehicle parts and tires, terminal network and new energy.