朱玉龙-YL
2023.11.16 00:25

房地产周期的末端,是最大的变量。现在有个假设需要我们去思考,全国乘用车的销售中枢,乘用车的 2100-2200 万销量,在房产周期的尾端会不会有变化。

这个主要是首次购车/复购/增购比例造成的,如果换车周期被拉长,国内需求总量变化和乘用车 30 万以上车型需求量变化

好多变量在改变我们的认识 [微笑]

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