乘联会:10月第三周乘用车日均零售按年增18% 料四季度按年增速维持约6%
乘联会公布周度分析数据显示,内地10月第三周乘用车日均零售5.3万辆,按年增长18%,按月增长8%。10月首三周日均零售4.2万辆,按年增长16%,按月增长3%。在9月终端强势发力下,库存有所下降,10月将开始进入年末厂商的备货补库阶段,从而促进产销的增长,车企促销和宣传活动持续开展,北京车展带来的新品投放热潮和市场关注度提升,有望进一步加速市场需求释放。预期10月市场仍将保持积极向好的发展态势。
报告显示,今年三季度增速超预期,主要为去年受国六切换提前透支带来的低基数影响,国内经济回暖迅速,双节假期和北京车展新品的驱动等因素带动。
展望四季度的按年增速预计稍低於三季度按年增速。2019年由於存在国六切换,二、三季度存在着透支转移的情况,因此同期三季度的基数相对较低,预期今年三季度增速在8%左右,预计四季度将维持在6%左右的增速水平,略低於三季度。
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