乘聯會:新能源政策退市後 銷量增長問題嚴峻
乘聯會數據顯示,於1月1至27日,內地乘用車市場零售98.5萬輛,按年下降45%,按月下降43%;全國乘用車廠商批發89.1萬輛,按年跌50%,按月跌46%;新能源乘用車市場零售30.4萬輛,按年跌1%,按月跌43%;全國新能源乘用車廠商批發29.9萬輛,按年下降18%,按月下降50%。
乘聯會指出,內地1月市場總體由於車購稅等部分政策到期,加上春節放假時間引導消費需求前置,行業終端價格持續下滑,刺激需求,也激發消費者的購買欲望,春節前兩周車市的暴增也是必然驅動市場的強增長。
然而,新能源銷量的增長達到一個瓶頸階段,在今年新能源政策退市後,銷量增長會是一個嚴峻的問題。新能源車型前期漲價過多,訂單較少,再疊加特斯拉(Tesla)(TSLA.US)16等家龍頭企業降價,造成消費者的觀望情緒,按月下降較大。
此外,前期疫情封控對燃油車營銷體系、人群基盤影響更大,可以看到疫情爆發以來,新能源滲透率出現超預期上漲,在疫情防控後也出現一定的自然回落。
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