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中國乘聯會:料3月狹義乘用車零售量按年跌一成 仍需觀察疫情因素影響
中國乘聯會公布數據顯示,在春節後生產、消費恢復速度超過預期,多數廠商批售節奏較快,終端庫存結構得到改善下,2月狹義乘用車零售量125.8萬輛,按年增長5.1%。受新能源補貼退坡影響,部份新能源車企上調指導價,但市場反饋較好,2月新能源零售量27.3萬輛,按年大增180.9%,滲透率達到21.7%。 因疫情影響較為明顯,汽車產銷受到較大衝擊,初步估算全月銷量損失在20萬輛左右。新能源市場方面,近期鋰電池原材料價格上漲,部份龍頭車企進一步上調指導價,但從終端表現來看,銷量尚未受到明顯影響,預計3月新能源市場仍保持三位數的按年正增長,滲透率有望達到歷史新高。 零售目標調研顯示,佔總體市場約八成左右的廠商按年下滑超過兩位數,初步推算3月狹義乘用車零售市場在158萬輛左右,按年下降10.4%。由於受疫情影響的地區較多,且疫情仍處於動態變化中,3月車市的具體影響程度仍需進一步觀察。(ta/w) ~
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