途虎-W:用户维保支出谨慎促行业需求下滑 门店持续扩张静待后市场需求复苏

中泰证券
07 Feb

后市场进店台次多月下行,用户维保支出谨慎促行业需求下滑根据F6 大数据研究院数据,从门店进店台次来看,2024 年后市场台次与去年同期基本持平。从月度表现来看,自4 月份起,每月进厂台次均不及去年同期水平,尤其7-8 月份同比下滑幅度达到4%,相较2023 年,2024 年54%的门店台次负增长,其中降幅大于25%的门店占比达13%,后市场短期内业务发展面临较大的挑战。从用户消费端来看:单次进厂只...

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