本月随着北京车展拉开帷幕，国内车企的产品阵列也将布置完毕。然而，我认为 50% 的新能源普及率本身并不是最大的利好，市场也没有太把这串数字当回事。
真正打破市场墙的不再是产品，而是渠道。现在基本所有的产品线上销情最好的标的都是水桶车，对手也并不抗揍，但渠道的竞争远大于个别卖点之争。谁能把店高效开满 BBA 的大后方且直接开始截糊，谁才能突破现在的订单瓶颈。
价格战也好情怀战也好，本质上反映的都是非常局部的增长，然而这部分增长正在以肉眼可见的速度见顶。
LI AUTO StockPro
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