信达证券研报表示，2023年汽车行业开启大规模价格战，2024年价格战仍在延续，但合资品牌在产品、渠道、营销等方面已加速式微，市场份额或进一步向龙头自主及新势力集中。展望2024-2026年，预计汽车行业淘汰赛将加速，车企将在规模、成本和技术间进行决战，合资品牌份额或将从目前的40%以下降低至20%以下，其释放出的20%份额对应将是自主品牌的成长空间。Ideal autos (02015) rose nearly 5% in the morning session, up 4.5% as of the time of publication, at HK$91.7, with a turnover of 0.467 billion Hong Kong dollars.
According to the Wisenews app, Ideal autos (02015) rose nearly 5% in the morning session, up 4.5% as of the time of publication, at HK$91.7, with a turnover of 0.467 billion Hong Kong dollars.
On the news front, Ideal autos announced a limited-time zero-interest policy at the end of the year. Users who purchase the Ideal L series and Ideal MEGA from November 29th to December 31st can enjoy a minimum down payment of three years interest-free financial plan. It is worth noting that on November 25, Tesla announced a temporary reduction of 0.01 million yuan for the final payment for Model Y delivery, while also offering a 5-year 0 interest financial plan that can be stacked.
Cinda Securities research report indicates that the automotive industry will start a large-scale price war in 2023, with the price war continuing into 2024. However, joint venture brands have accelerated their decline in products, channels, marketing, etc., and the market share may further concentrate towards leading indigenous and new forces. Looking forward to 2024-2026, it is expected that the automotive industry's survival of the fittest will accelerate, and car companies will engage in decisive battles in scale, cost, and technology. The market share of joint venture brands is expected to decrease from the current 40% to below 20%. The released 20% share will correspond to the growth space of self-owned brands.
