乘聯會:料內地11月乘用車市場按年暴增兩成以上
乘聯會展望內地乘用車市場11月表現,尤其利好車市的是近兩年樓市高位理性回落,存量利率下調使得原本購房消費擠壓家庭可支配收入的壓力有所緩解,居民購樓投資收益波動較大,作為可選消費品的購車消費開始理性復甦,因此近幾個月的車市零售走勢始終超預期。隨著車市的逐步走強,車企期待努力完成年度目標的信心增強,預期11月車市按年會暴增20%以上。
歐美利率處於高位,導致海外經濟相對低迷,尤其是南美和非洲等地車市持續低迷,受此影響中國汽車出口南半球不斷萎縮。但歐洲和東南亞等市場的自主品牌當地銷量持續走強,推動近期中國汽車出口形成多種模式全面蜂擁出海的火爆場景。
由於10月的氣溫異常偏高,不利於冬季購車需求爆發。11月的冷空氣逐步加力,借助「雙11」電商大促浪潮,購車需求會逐步釋放。隨著進入冬季天氣轉冷和秋收完成,農村地區的購車熱情會逐步釋放,新能源車和中低端燃油車市場也會逐步升溫。隨著共同富裕的政策推動,縣鄉市場出行需求規模潛力巨大,推動年末車市逐步走強。
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