11-12 月乘用车观望需求约150 万辆。根据交强险，乘用车12 月终端销量为227 万辆，同比-16.7%；25 年全年终端销量为2304 万辆，同比+0.5%。25 年11-12 月20 万以下消费者观望（预期以旧换新补贴金额>购置税退坡）的需求约150 万辆（较历史上政策退坡年份季节性规律理论销量的差值），观望需求预计将随多省份申请通道的开通（预计1 月下旬）逐步落地。25 年12 月...
Source Link11-12 月乘用车观望需求约150 万辆。根据交强险，乘用车12 月终端销量为227 万辆，同比-16.7%；25 年全年终端销量为2304 万辆，同比+0.5%。25 年11-12 月20 万以下消费者观望（预期以旧换新补贴金额>购置税退坡）的需求约150 万辆（较历史上政策退坡年份季节性规律理论销量的差值），观望需求预计将随多省份申请通道的开通（预计1 月下旬）逐步落地。25 年12 月...
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