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China market rout, slowing economy sap demand for luxury cars

Published 12/07/2015, 07:37
© Reuters. Attendees look at a Mercedes-Benz car during a presentation at the 16th Shanghai International Automobile Industry Exhibition in Shanghai
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By Norihiko Shirouzu

BEIJING (Reuters) - Prices for German luxury cars in China are tumbling as the country's stock market sell-off and worries about broader economic growth chill demand for auto brands that once commanded price premiums from affluent Chinese consumers.

After a fall-off in customer traffic and orders, a dozen BMW stores run by a dealer group with showrooms across China are being forced to provide increasingly steep discounts to entice customers, according to the head of the chain.

He said business had already been weak, due to China's slowing economic growth and a corruption crackdown that has weighed on sales of flashy cars, and his stores had to offer a 5 percent discount to grease sales last year.

Over the last week or two, as a stock market rout pummelled the net worth of potential buyers, many of those stores were forced to offer steeper discounts on cars such as the BMW X6 crossover SUV, according to the dealer group chief.

"The business has been slow for the last 18 months, but lately we have had to discount even more," the dealer operator said, asking for anonymity because he did not want to damage his group's relationship with BMW.

"When people walk into a showroom now, with anything less than 15 percent discount they would not even consider opening their wallets."

BMW said in a statement it understood it was "necessary to support the dealers effectively in a volatile market" and had implemented a number of measures, including reducing shipments to help dealers reduce inventory levels and "various" steps to manage their cash flows.

The company was also offering its dealers help in developing after-sales services and used cars businesses to enhance profitability, as well as launching new models, it said.

Discounts and price adjustments are being implemented not just among premium cars brands, but appear to have been happening broadly across China's passenger car market.

The volume-weighted average "maker suggested retail price" (MSRP) for all passenger cars remains relatively high in China, at around 280,000 yuan ($45,000), according to research firm JATO Dynamics.

But actual prices customers pay when buying cars have fallen steadily since 2012 to slightly less than 170,000 yuan, chiefly because of heavy discounting by dealers, according to JATO.

At Mercedes-Benz stores operated by a dealer group with nearly 200 multiple brand outlets, customer traffic at showrooms has dwindled markedly since mid-June, when the stock market slide that saw indexes plunge by as much as a third began.

A senior manager at that dealer chain said customer traffic at some of its Mercedes-Benz stores was "down 20 percent to 30 percent" compared with last year's levels over the past month.

Sales were still increasing at some stores, but it was taking a lot more effort and often heavy discounting to move them off the lot, he said..

A Beijing-based spokesman for Mercedes-Benz owner Daimler AG (XETRA:DAIGn) referred to its relatively strong sales growth rates for China for the first six months of 2015, during which he said sales grew 21.6 percent. The spokesman did not elaborate.

SALES FORECAST CUT

In the first sign that turmoil in the stock market could affect spending in the real economy, China's automakers' association on Friday slashed its 2015 forecast for vehicle sales growth to a meagre 3 percent.

The China Association of Automobile Manufacturers (CAAM) previously predicted combined sales for passenger and commercial vehicles to grow 7 percent to 25.1 million this year.

Defending the double-digit operating margins that the China car market provided just a few years ago is not easy as the economy cools to its slowest pace of growth in a quarter century, and auto dealers are tightening their belts to keep margins from falling further.

The BMW dealer group chief said his outlets, which employ about 200 people at each location, had put a hold on new hires.

"We have not instituted pay cuts, but we have actually frozen salary increases as well," he said.

The dealer group chief was also trying to persuade the German brand to lower the bar for bonuses and rebates – a primary source of profitability for most dealers – by reducing its sales volume objectives for his stores.

Several automakers, including General Motors Co (NYSE:GM) and Volkswagen (XETRA:VOWG) AG, have already readjusted their pricing strategies in China by pushing down MSRPs closer to prevailing transaction levels.

GM's Shanghai-based spokeswoman Irene Shen said by email the Detroit automaker was not considering lay-offs or big productions cuts.

© Reuters. Attendees look at a Mercedes-Benz car during a presentation at the 16th Shanghai International Automobile Industry Exhibition in Shanghai

"GM is committed to China and intends to continue to grow and enhance our business working with our partners in China," she said. "We have made no major moves to curtail production. We regularly manage our production volumes to maintain inventories within a healthy range."

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