汽車之家(02518.HK):逾20%燃油車主換購新能源車
汽車之家(02518.HK)董事長兼CEO龍泉在2023中國汽車論壇上表示,目內地乘用車保有量中,車齡超過6年的大約有1億輛,每年更新1%,就可以拉動汽車銷量提升約4個百分點。與此同時,中國每年乘用車中置換新車的規模已經達到600至700萬輛,置換率在30%左右,相當於每三輛新車消費就有一輛來源於舊車置換,置換市場潛力巨大。同時有超過20%的燃油車主換購新能源車,使用成本低、智能化程度高、駕駛體驗好是燃油車車主置換新能源車的三大主要考慮因素。
汽車之家數據顯示,居住於新一線與二線城市,家庭年收入在50萬以上,年齡位於31至40歲之間的已婚男性用戶,是當前汽車置換消費的主力人群。因此,消費升級仍是置換市場價格遷移趨勢的主要動力。另外,轎車換SUV、小車換大車,也成為了汽車消費市場不容忽視的趨勢。相比之下,跨品牌陣營的躍遷並非主流,而且中國品牌在新能源領域認可度非常高。
調查亦顯示,補貼力度的強弱將直接影響用戶的購車決策。其中,接近一半計劃置換的車主,會因為補貼加快購車決策或升級購車消費。而超八成計劃置換的人群,期望的補貼額度超過5,000元人民幣。因此,要想激發置換消費的潛力,一方面要加強政策補貼的力度和廣度,另一方面宣傳與普及工作也要跟上,唯有如此才能打動更多的消費者。
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