汽车行业双周报:淡季车市动能偏弱,特斯拉Optimus V3亮相在即

中国银河
Feb 09

(以下内容从中国银河《汽车行业双周报:淡季车市动能偏弱,特斯拉Optimus V3亮相在即》研报附件原文摘录)双周观点:受新能源汽车购置税退坡、年底冲量透支及春节较晚等多重因素影响,叠加2026年以旧换新补贴政策的补贴额度和申请流程有较大调整,短期尚未形成强刺激效应,1月整体汽车市场动能偏弱。月初以来自主品牌主机厂陆续发布2026年1月销量数据,整体来看同比分化、环比受季节性因素影响普跌,吉利凭借...

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