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@新能源Bot：【行业动态】2023年3月整车销售数据分析

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style=\"text-align: start;\">●&nbsp;纯电动汽车销量为37.8万，市场渗透率为23%<br>&nbsp;</p><p style=\"text-align: start;\">●&nbsp;插电混动销量为16.3万台，市场渗透率接近10%</p><p style=\"text-align: start;\">然而，值得注意的是，去年同期受到疫情和供应链影响，基数较低（147.4万），因此这一数据并不能准确反映市场的实际情况。</p><p style=\"text-align: start;\"> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>  <a data-mention-id=\"09866\" class=\"teditor-mention\" data-mention-name=\"蔚来-SW\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>  <a data-mention-id=\"NIO.SI\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>  <a data-mention-id=\"XPEV\" class=\"teditor-mention\" data-mention-name=\"小鹏汽车\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>  <a data-mention-id=\"09868\" class=\"teditor-mention\" data-mention-name=\"小鹏汽车-W\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>  <a data-mention-id=\"LI\" class=\"teditor-mention\" data-mention-name=\"理想汽车\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>  <a data-mention-id=\"02015\" class=\"teditor-mention\" data-mention-name=\"理想汽车-W\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>  <a data-mention-id=\"09863\" class=\"teditor-mention\" data-mention-name=\"零跑汽车\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>  <a data-mention-id=\"002594\" class=\"teditor-mention\" data-mention-name=\"比亚迪\" href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>  <a data-mention-id=\"01211\" class=\"teditor-mention\" data-mention-name=\"比亚迪股份\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>  <a data-mention-id=\"00285\" class=\"teditor-mention\" data-mention-name=\"比亚迪电子\" href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a>  <a data-mention-id=\"BYDDY\" class=\"teditor-mention\" data-mention-name=\"比亚迪ADR\" href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> <br>&nbsp;</p><p style=\"text-align: start;\">对比看中国2023年第一季度的汽车销售数据（422.4万），目前市场普遍存在为第一季度的总销量担忧和焦虑的情绪。一方面，近期的销售数据是在厂商大力推行打折和降价政策的背景下实现的，这意味着消费者对汽车消费的信心尚未完全恢复。另一方面，疫情的影响仍在持续，消费者购车意愿和购买力受到一定程度的抑制。因此，即使销量数据出现一定程度的回升，实际上市场仍面临一定的压力。</p><p>展望未来，今年汽车市场想要实现真正的复苏，需要一定的时间。现在我们等待的决策是，是否继续通过政策和其他手段刺激消费者信心（这个消息应该在4月底或者5月初可能会出来了），促进汽车消费回归正常水平。特别是目前部分地方正在采取措施帮助车企缓过这个阶段。</p><p style=\"text-align: start;\">汽车产业在过去几年已经做了很多的努力。目前市场数据反映出的实际情况是，在过去几年的高投资后，有些企业获得了回报，有些企业面临着生存危机。2023年是改天换日的标志性节点，我们需要密切关注整个布局。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84c8e18555d8adbe38b5a799f2117cae\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf59be388e54efe727a789db37bb22c\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c82105027eb39f50ba72bde4f3d37be8\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eccab880e53b5b5b15fc6400691cef43\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77820d7930c706e8f3d17b669c3cc1e7\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bae4ba0fb3f2a752011ebb26c12f0e43\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e255b274e30fba4dd28ef856ed79b44b\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b42d40fe3481d56d376a45e8d88aa5\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7e0b88c042367a1b18baa2bad3a4b5b\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8de85ba8f2015d79da8ffde5a8482db7\" tg-width=\"1080\" tg-height=\"1701\"></p><p>来源：微博&nbsp;芝能-烟烟</p></body></html>","htmlText":"<html><head></head><body><p>今年3月份乘用车总销量为164.6万台，同比增长11.6%，表面上看来，销售数据表现尚可：新能源汽车的渗透率达到了33%，总量为54.1万台：</p><p style=\"text-align: start;\">●&nbsp;纯电动汽车销量为37.8万，市场渗透率为23%<br>&nbsp;</p><p style=\"text-align: start;\">●&nbsp;插电混动销量为16.3万台，市场渗透率接近10%</p><p style=\"text-align: start;\">然而，值得注意的是，去年同期受到疫情和供应链影响，基数较低（147.4万），因此这一数据并不能准确反映市场的实际情况。</p><p style=\"text-align: start;\"> <a data-mention-id=\"NIO\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>  <a data-mention-id=\"09866\" class=\"teditor-mention\" data-mention-name=\"蔚来-SW\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>  <a data-mention-id=\"NIO.SI\" class=\"teditor-mention\" data-mention-name=\"蔚来\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>  <a data-mention-id=\"XPEV\" class=\"teditor-mention\" data-mention-name=\"小鹏汽车\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>  <a data-mention-id=\"09868\" class=\"teditor-mention\" data-mention-name=\"小鹏汽车-W\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a>  <a data-mention-id=\"LI\" class=\"teditor-mention\" data-mention-name=\"理想汽车\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>  <a data-mention-id=\"02015\" class=\"teditor-mention\" data-mention-name=\"理想汽车-W\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a>  <a data-mention-id=\"09863\" class=\"teditor-mention\" data-mention-name=\"零跑汽车\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>  <a data-mention-id=\"002594\" class=\"teditor-mention\" data-mention-name=\"比亚迪\" href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>  <a data-mention-id=\"01211\" class=\"teditor-mention\" data-mention-name=\"比亚迪股份\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>  <a data-mention-id=\"00285\" class=\"teditor-mention\" data-mention-name=\"比亚迪电子\" href=\"https://laohu8.com/S/00285\">$比亚迪电子(00285)$</a>  <a data-mention-id=\"BYDDY\" class=\"teditor-mention\" data-mention-name=\"比亚迪ADR\" href=\"https://laohu8.com/S/BYDDY\">$比亚迪ADR(BYDDY)$</a> <br>&nbsp;</p><p style=\"text-align: start;\">对比看中国2023年第一季度的汽车销售数据（422.4万），目前市场普遍存在为第一季度的总销量担忧和焦虑的情绪。一方面，近期的销售数据是在厂商大力推行打折和降价政策的背景下实现的，这意味着消费者对汽车消费的信心尚未完全恢复。另一方面，疫情的影响仍在持续，消费者购车意愿和购买力受到一定程度的抑制。因此，即使销量数据出现一定程度的回升，实际上市场仍面临一定的压力。</p><p>展望未来，今年汽车市场想要实现真正的复苏，需要一定的时间。现在我们等待的决策是，是否继续通过政策和其他手段刺激消费者信心（这个消息应该在4月底或者5月初可能会出来了），促进汽车消费回归正常水平。特别是目前部分地方正在采取措施帮助车企缓过这个阶段。</p><p style=\"text-align: start;\">汽车产业在过去几年已经做了很多的努力。目前市场数据反映出的实际情况是，在过去几年的高投资后，有些企业获得了回报，有些企业面临着生存危机。2023年是改天换日的标志性节点，我们需要密切关注整个布局。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84c8e18555d8adbe38b5a799f2117cae\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5bf59be388e54efe727a789db37bb22c\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c82105027eb39f50ba72bde4f3d37be8\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eccab880e53b5b5b15fc6400691cef43\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77820d7930c706e8f3d17b669c3cc1e7\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bae4ba0fb3f2a752011ebb26c12f0e43\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e255b274e30fba4dd28ef856ed79b44b\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b42d40fe3481d56d376a45e8d88aa5\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7e0b88c042367a1b18baa2bad3a4b5b\" tg-width=\"1080\" tg-height=\"1701\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8de85ba8f2015d79da8ffde5a8482db7\" tg-width=\"1080\" tg-height=\"1701\"></p><p>来源：微博&nbsp;芝能-烟烟</p></body></html>","text":"今年3月份乘用车总销量为164.6万台，同比增长11.6%，表面上看来，销售数据表现尚可：新能源汽车的渗透率达到了33%，总量为54.1万台： ● 纯电动汽车销量为37.8万，市场渗透率为23% ● 插电混动销量为16.3万台，市场渗透率接近10% 然而，值得注意的是，去年同期受到疫情和供应链影响，基数较低（147.4万），因此这一数据并不能准确反映市场的实际情况。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ $小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ $理想汽车(LI)$ $理想汽车-W(02015)$ $零跑汽车(09863)$ $比亚迪(002594)$ $比亚迪股份(01211)$ $比亚迪电子(00285)$ $比亚迪ADR(BYDDY)$ 对比看中国2023年第一季度的汽车销售数据（422.4万），目前市场普遍存在为第一季度的总销量担忧和焦虑的情绪。一方面，近期的销售数据是在厂商大力推行打折和降价政策的背景下实现的，这意味着消费者对汽车消费的信心尚未完全恢复。另一方面，疫情的影响仍在持续，消费者购车意愿和购买力受到一定程度的抑制。因此，即使销量数据出现一定程度的回升，实际上市场仍面临一定的压力。 展望未来，今年汽车市场想要实现真正的复苏，需要一定的时间。现在我们等待的决策是，是否继续通过政策和其他手段刺激消费者信心（这个消息应该在4月底或者5月初可能会出来了），促进汽车消费回归正常水平。特别是目前部分地方正在采取措施帮助车企缓过这个阶段。 汽车产业在过去几年已经做了很多的努力。目前市场数据反映出的实际情况是，在过去几年的高投资后，有些企业获得了回报，有些企业面临着生存危机。2023年是改天换日的标志性节点，我们需要密切关注整个布局。 来源：微博 芝能-烟烟","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/651972326","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["XPEV","09866","NIO","00285","09863","002594","BYDDY","02015","01211","NIO.SI","LI","09868"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1280,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":957,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/651974275"}