核心观点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,吉利凭借出口与多品牌矩阵实现月度登顶,比亚迪受批发节奏与去库策略的影响主动收缩,新势力中蔚来、极氪、零跑同比增长...
Source Link核心观点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,吉利凭借出口与多品牌矩阵实现月度登顶,比亚迪受批发节奏与去库策略的影响主动收缩,新势力中蔚来、极氪、零跑同比增长...
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