另一位麦肯锡咨询师高旭(Paul Gao)说,降价原因不是产品的更新换代。麦肯锡相信越来越富裕的消费者会将自己的座驾升级为更大、更贵、功能更全的汽车。事实上麦肯锡上述报告就提出,高端汽车将挤占廉价汽车的市场,到2020年,8万元以下汽车的市场份额将从现在的三分之一左右降至四分之一。
The problem, he says, is that the rush to add features will pressure margins. Advertising and labor costs will also rise. 'The profitability trend will come under pressure in years to come,' Mr. Gao says.
他说,问题在于厂商争先恐后地为汽车添加功能,将对利润率造成挤压。广告和劳动力成本也将上升。高旭说,未来几年车企的盈利能力将会承受压力。
Chinese and foreign auto makers are likely to overlook this inconvenient trend in favor of more encouraging figures.
中外汽车厂商可能会忽略这种不好的趋势,着眼于一些更加鼓舞人心的数字。
For example, 60% of Chinese will live in cities by 2020, compared with around half now. This increase in the urbanization rate will have increase people’s demand for mobility, the authors said.
比如到2020年,60%的中国人将居住在城市,高于现在的50%左右。报告的作者说,城市化率的上升将提高人们对移动性的需求。
In addition, Chinese households earning more than 80,000 yuan (around $12,500) per year will increase to 58% in the same period, up from 17% in 2011. 'Higher incomes plus low auto penetrations suggest that the passenger car market has not reached the saturation level,' the report said.
【麦肯锡:中国车市将越来越不赚钱】相关文章:
★ 强盗新郎
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