汽车行业月度销量和折扣追踪系列5:节后车市逐渐回暖 新能源车折扣增加

华泰证券股份有...
25 Feb

年初销量波动,置换补贴政策落地叠加各类促销,期待节后车市逐渐回暖1 月批零销量受季节性因素影响环比下滑,但新能源渗透率和自主品牌市占率维持高位。受春节假期影响,2 月1-16 日零售/批发分别为25.8/26.3 万辆,同比+11%/+65%,较上月同期-28%/-40%,其中1-9 日日均零售2.7万辆,10-16 日日均零售回升至4.9 万辆。乘联会预计2 月零售环比-30.3%至125 万辆...

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