瑞银:改善汽车内卷,须提高行业集中度

第一财经
Jan 15

“过去这些年,因为大家对行业高增速的预期、资本市场的支持等,行业内成立了太多的车企。好处是竞争带来的创新推动了技术进步,让我们当前拥有了产业链成本优势。但坏处是‘内卷’加剧,大家要赚钱都辛苦,甚至还出现了无序竞争损害消费者权益的情况。之后我们必须有所整合。”1月14日下午,在“第二十六届瑞银大中华研讨会”上,瑞银中国汽车行业研究主管巩旻表示。过去一年,我国车市进入了“反内卷”浪潮。巩旻认为,车市...

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