金吾财讯 | 汽车经销商全线走低，永达汽车(03669)跌12.22%，正通汽车(01728)跌8%，中升控股(00881)跌4.5%，和谐汽车(03836)跌3.7%，美东汽车(01268)跌3.32%。2025开年多车企推出补贴优惠政策。据统计，目前已有超过30家车企相继推出限时直降等促销政策，10余个品牌更推出“兜底补贴”方案。国元国际表示，整体对比看，部分新势力的优惠或补贴幅度优于去年，传统车企的优惠力度比去年的力度仍有不足。车企端优惠能够一定程度提振政策空窗期的消费信心。近日，中国汽车流通协会召开月度形势分析会，根据最新一期“中国汽车经销商库存预警指数调查”VIA（Vehicle Inventory Alert Index）显示，12月中国汽车经销商库存预警指数为50.2%，同比下降3.5个百分点，环比下降1.6个百分点。库存预警指数接近荣枯线，汽车流通行业景气度持续改善。为完成年度目标及获取年终返利，加之春节购车推动，经销商加大补库与清库力度，加速库存周转、资金回笼并确保实现年度销售目标。尽管销量有所增长，库存压力在一定程度上得到缓解，经销商的经营状况有所改善，盈利挑战与流动性紧张问题依然严峻。
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