标普全球汽车发布报告：行业总销量呈平缓增长趋势

每日经济新闻11-13

随着国内新能源汽车快速发展并走向全球市场，汽车产业中有关价格、技术的竞争已愈发激烈。中国汽车流通协会乘用车市场信息联席分会（以下简称乘联分会）日前公布的数据显示，今年前三个季度，国内汽车行业收入达到73593亿元，同比微增3%；利润为3360亿元，同比下降1.2%。汽车市场激烈的“价格战”引发的利润下行何时结束？这也成为行业关注的焦点。日前，标普全球汽车整车战略分析与价格预测团队（以下简称标普全球...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241113212506abbdb5ce&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着国内新能源汽车快速发展并走向全球市场，汽车产业中有关价格、技术的竞争已愈发激烈。中国汽车流通协会乘用车市场信息联席分会（以下简称乘联分会）日前公布的数据显示，今年前三个季度，国内汽车行业收入达到73593亿元，同比微增3%；利润为3360亿元，同比下降1.2%。汽车市场激烈的“价格战”引发的利润下行何时结束？这也成为行业关注的焦点。日前，标普全球汽车整车战略分析与价格预测团队（以下简称标普全球...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241113212506abbdb5ce&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0342679015.USD","symbol_name":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) 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trend","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPGI":1},"content_text":"随着国内新能源汽车快速发展并走向全球市场，汽车产业中有关价格、技术的竞争已愈发激烈。中国汽车流通协会乘用车市场信息联席分会（以下简称乘联分会）日前公布的数据显示，今年前三个季度，国内汽车行业收入达到73593亿元，同比微增3%；利润为3360亿元，同比下降1.2%。汽车市场激烈的“价格战”引发的利润下行何时结束？这也成为行业关注的焦点。日前，标普全球汽车整车战略分析与价格预测团队（以下简称标普全球汽车）在《中国汽车——立足中国，走向世界》的报告（以下简称《报告》）中表示，在国内汽车市场愈加激烈的竞争格局下，中国汽车产业正加速走向全球。同时，标普全球汽车在《报告》中也对国内车企出海、全球电气化进程等热点问题进行了分析，认为目前汽车行业总销量整体呈现平缓增长趋势。车市“价格战”愈演愈烈2024年以来，国内新能源汽车加速推新，车市“价格战”愈演愈烈。《报告》显示，近年来，由于激烈的竞争和随之而来的“价格战”，国内纯电动汽车的销量加权平均官方指导价格有所下降。成交价格方面，有业内人士曾表示，如果以2023年1月份市场折扣和新车成交均价为基准进行计算，今年1~8月整体汽车市场零售损失1380亿元。据乘联分会数据，今年1~9月，全国降价乘用车规模已达195款，超过2023年全年的150款，以及2022年的95款，多款车型的单车利润空间不断被压缩。对于“价格战”何时结束，《报告》分析认为，“价格战”持续多久受多方因素影响：一方面，如果汽车行业出现市场竞争关系仍然激烈、市场车型增加、新能源汽车成本结构优化（如电池成本降低、入门级别的电池原料渗透率提高）等因素，则预计“价格战”仍将持续；另一方面，如果汽车产品在品质上有所提升，例如高级驾驶辅助系统（ADAS）的加入、高性能电池（如固态电池）的应用和充电技术升级优化，车型组合向更大、更豪华的方向发展，则当前“价格战”可能趋缓，价格有望回归稳定。行业销量呈平缓增长趋势值得关注的是，在当前汽车市场激烈竞争中，市场整体销售表现也有波动。不过，《报告》显示，全球汽车市场销量整体呈现平缓增长趋势，全球前十市场的销量增长约3%。以中国市场为例，中国汽车工业协会最新发布的数据显示，今年1~10月，汽车产销分别完成2446.6万辆和2462.4万辆，同比分别增长1.9%和2.7%。其中，汽车产量增速相比1~9月收窄0.01个百分点，销量增速扩大0.36个百分点。此外，1~10月，新能源汽车产销同比分别增长33%和33.9%。从《报告》数据来看，中国车企正通过多个价格区间进入欧洲等市场，其中不仅有“性价比”车型，也不乏高端产品。而从全球汽车市场的表现看，目前汽车电气化趋势存在不稳定因素。例如，欧洲第七版排放标准的实施被推迟并且削弱，混动汽车（MHEV）的转型不再是必要的。《报告》预测，到2035年，欧盟的电气化转型政策可能会有所放松。此外，国内车企在出海过程中也面临着诸多挑战。据央视新闻报道，当地时间10月29日，欧盟委员会公布了对华电动汽车反补贴调查的终裁结果，决定对从中国进口的电动汽车征收为期五年、税率在7.8%至35.3%之间的反补贴税。《报告》认为，受这一政策影响，汽车出口量的增速将逐步放缓，并可能逐步达到峰值。然而，即便如此，仍将有越来越多的车企走出国门，进行本地化生产。在欧洲市场上，不同国家正在逐步减少补贴金额，这在电气化程度较高的国家尤为明显。由于各经济体面临经济困难，支持电动汽车发展的预算变得不稳定。例如，德国已经取消了补贴政策，而法国的补贴条件也变得更加严格。《报告》指出，在电动车成本高于燃油车和政府补贴不足的市场中，短期内纯电动车型的增长预测可能会降低甚至出现负增长。未来，激励措施仍将是推动销量增长的关键。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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