埃信华迈(IHS Markit)团队于2020年4月30日更新了COVID-19疫情对汽车行业的影响
- 2020年中国实际GDP增长+2.0%-可能会更低。
- 由于来自中国省市的激励措施不断增加,4月份汽车需求似乎获得了牵引力。4月前三周乘用车零售销售(CPCA)下滑7%,暗示消费者信心改善。
- 中国所有工厂都重新开工,产能并未完全恢复,因为需要新的工作实践,但重要的是需求水平迅速回升。
- 2021年产量将增长10.3%,因为冠状病毒的影响现在已经从较低的基数上消退-2020年下降15.6%。
- 北京现在将把新能源汽车补贴和免税延长到2022年-2020年削弱预购行为,但在2021-22年刺激需求
如需下载报告或了解更多详细信息,请添加IHS Markit [汽车]微信客服:ihsmarkitautomarket
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