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《大行報告》中金:部份合資車企大幅降價促銷效果顯著 全國各地帶動效應需觀察
中金發表報告指,乘聯會發布今年2月產銷數據:狹義乘用車零售/批發/產量分局139萬/161.8萬/166.4萬輛,按月增長7.5%/11.7%/23.6%,及按年上升10.4%/10.2%/11.2%。 該行表示,春節假期與消費前置影響消退,2月產銷呈恢復態勢。進入2月,政策退坡、疫情感染及春節假期等不利因素逐漸消退,零售/批發/產量都呈現按年及按月正增長。往前看,中金認為,伴隨疫情防控優化、購買力逐步釋放及地方刺激政策出台,今年乘用車銷量有望呈現前低後高,總量有望實現正增長。按乘聯會口徑,2月乘用車出口25萬輛,按年增長89%,延續去年第四季以來的強勢增長特徵。 中金提到,部分合資車企大幅降價促銷效果顯著,地域門檻高、時間持續短、現車消化快,全國各地帶動效應仍需觀察。本月,東風與湖北政府聯合大幅度補貼旗下雪鐵龍、本田等品牌的部分車型,奔馳針對北京地區C級/E級等車型展開補貼,綜合優惠達到5萬至10萬元人民幣,較大力度補貼對需求拉動效應明顯,當前現車幾近售罄。
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