论文部分内容阅读
我国作为汽车产销第一大国,汽车服务价值链开发严重滞后,与中国汽车产销量全球第一的地位极不相称。当前,我国汽车销量峰值远未达到,虽然增速放缓,但仍有很大增长空间,并且未来5～10年汽车保有量的增速将明显高于销量增速。因此,汽车后市场的前景非常可观。在后市场产业链中,汽车养护、汽车租赁、汽车金融和二手车业务都处在快速成长期,其中蕴藏着巨大的投资机会。随着各路资本的纷至沓来,后市场散、乱、差的现状有望得到改观,品牌化、规模化将是发展趋势,各细分市场中将涌现出一批优质龙头企业。随着汽车市场的成熟,我国后市场将成为经销商的必争之地,不仅有利于改善盈利结构,而且有利于熨平行业的周期性波动。
As the largest country in automobile production and sales in our country, the value chain of automobile service development is seriously lagging behind China’s automobile production and sales, which ranks the first in the world. At present, China’s auto sales peak is far from peak. Although the growth slows down, it still has a lot of room for growth. In the next 5 to 10 years, the growth of car ownership will be significantly higher than the sales growth. Therefore, the outlook for the automotive aftermarket is impressive. In the post-market industry chain, car maintenance, car rental, auto finance and used car businesses are in a period of rapid growth, which contains huge investment opportunities. As the various channels of capital after another, after the market scattered, chaotic, poor status is expected to be changed, the brand, the scale will be the development trend of the market will emerge in a number of high-quality leading enterprises. With the maturity of the automobile market, China’s post-market will become a battleground for dealers, not only conducive to improving the profitability structure, but also conducive to cyclical fluctuations in the iron-ironing industry.