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| 名称： 车行业研究报告.pdf19 |
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| 所属分类： 行业报告 |
| 下载要求： 1学币或VIP (学币和VIP购买说明) |
| 总计下载： 次 |
| 文件大小： 709 KB |
| 更新时间： 2007-6-5 9:17:07 |
| 车行业研究报告.pdf19下载地址 |
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车行业研究报告.pdf19简介开始
目 录
1.轿车消费继续高增长...............................................................................................................................................4
1.1十年以来轿车行业年均增长超过25%.........................................................................................................4
1.2行业内部开始出现分化的迹象.....................................................................................................................4
1.3进口轿车呈现大排量、高档化趋势.............................................................................................................4
1.4轿车整车KD组装占比稳定.........................................................................................................................5
2.国内轿车消费市场潜力巨大...................................................................................................................................5
2.1轿车消费主体发生变化................................................................................................................................5
2.2消费升级推动轿车消费增长.........................................................................................................................6
2.3轿车消费进入快速增长阶段.........................................................................................................................7
2.4轿车消费需求将保持长期增长趋势.............................................................................................................7
3.普通级、中级轿车市场增长更快............................................................................................................................8
3.1小排量轿车经济性好....................................................................................................................................8
3.2控车不控油的税费政策无助于促进小排量轿车消费.................................................................................8
3.3国内轿车排量以1.5L-2.0L为宜...................................................................................................................9
4.轿车需求..................................................................................................................................................................9
4.1轿车需求短期内高速增长势头不减.............................................................................................................9
4.2轿车消费主要集中在6万-13万价格区域.................................................................................................10
4.3轿车排量集中在1.4L-1.8L..........................................................................................................................10
4.4消费观念的改变是轿车消费增长的主要原因...........................................................................................10
5.轿车供给................................................................................................................................................................11
5.1建设投入超过千亿......................................................................................................................................11
5.2轿车产销维持平衡......................................................................................................................................11
5.3规划产能和实际产能之间存在差异...........................................................................................................11
5.4轿车产能结构性过剩..................................................................................................................................11
5.5规模的快速扩大维持行业高利润率...........................................................................................................11
5.6轿车排量与消费倾向一致...........................................................................................................................12
5.7中高档轿车产品品种少...............................................................................................................................13
6.关于2003年、2004年轿车行业的预测和观点...................................................................................................14
6.1轿车行业保持高速增长...............................................................................................................................14
6.2轿车行业高利润率的现象短期内不会改变...............................................................................................14
6.3价格竞争逐步被品牌的竞争取代...............................................................................................................15
6.4行业内出现两极分化..................................................................................................................................15
7.轿车行业上市公司价值比较.................................................................................................................................15
7.1产品市场份额及盈利能力比较...................................................................................................................15
7.2产品价格及品牌竞争力比较.......................................................................................................................15
7.3相对价值比较..............................................................................................................................................16
8.重点公司介绍.........................................................................................................................................................16
8.1上海汽车（600104）..................................................................................................................................16
8.2一汽轿车（000800）..................................................................................................................................17
8.3*ST夏利（000927）...................................................................................................................................18
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