乘联会:上月全国乘用车市场零售按年跌21.5% 创历年最低增速
乘用车市场信息联席会(乘联会)公布,今年1月份全国乘用车市场零售169.9万台,较2019年同期下跌21.5%,按月计亦跌20.8%,为自2005年有纪录以来的最低增速。
数据显示,上月全国乘用车产量139.8万台,按年下降29%,按月下降32.7%,主要由於新年後生产时间充裕,因此主力厂家1月生产相对保守。期内厂商库存下降19万台,较去年同期的厂家库存下降多出14万台。期内新能源乘用车批发销量4.5万台,按年跌51.3%,按月跌67%。
乘联会指,受农历新年影响,有效销售时间仅有20天,理论上零售按年损失近30%左右,经销商的订单结转能缓解一部分年初压力,但由於突如其来的新冠病毒疫情影响令销售逊於预期。
展望2月,该会认为疫情冲击将最为显着,由於汽车产业链处於全面停顿状态,企业原定的开工时间延期1周甚至更长,短期内生产经营难以有效恢复,经销商近期积极开展线上营销,但成效甚微,预期2月生产恢复速度较慢,由原本预计2月零售可录增长,下调预测至跌30%以上,并预期首两个月累计下滑在25%以上,但相信随着北京的新能源车放号,对2月新能源车生产销售会有帮助。
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