麦肯锡:2024中国汽车消费者洞察报告(英文版)202408市场解读.docx

McKinseyChinaAutoConsumerInsights2024

Evolution,notInvolution

April2024

Aboutthesurvey

Inthefourthquarterof2023,wesurveyed2,449autobuyersin19majorcitiesacrossChinarepresentingarangeofdemographicattributes,

includingfirst-tier,second-tier,third-tier,andfourth-tiercities,as

wellasNorth,Northeast,East,CentralandSouth,Southwest,and

NorthwestChina.Thereportdividedrespondentsbyage,gender,

income,purchasingexperience,andcurrentvehicletype.Basedonthedecision-makingprocessduringcarpurchasing,thissurveyprovides

deepanalysisofconsumerattitudes,vehiclepreferences,purchasinghabits,drivingexperiences,andafter-salesneeds.

Authors

MingyuGuan,Beijing

ThomasFang,ShanghaiBillPeng,HongKong

TonyZhou,Shanghai

Coverimage:@GettyImages

IIMcKinseyChinaAutoConsumerInsights2024

Executivesummary

TherapiddevelopmentinelectrificationandsmartificationoftheChinaautoindustryisundeniablyshapingandtransformingthepreferencesofautoconsumersinChina.

Reciprocally,theevolvingpreferencesandbehaviorsofChineseconsumersareexertinga

profoundinfluenceontheChinaautoindustry,compellingittoembraceelectrificationand

smartificationwithacceleratinginvestmentsinthesetwoareas.SuchmutualinfluenceisnotonlypivotalforthefutureoftheChineseautoindustrybutalsopoisedtoprofoundlyimpactthetechnologydevelopment,businessmodels,andcompetitivelandscapeoftheglobalautoindustryinthenextfivetotenyears.

TogaindeeperinsightsintotheevolvingpreferencesofChineseautoconsumers,McKinseyrecentlyconductedthelatestroundofitsannualChinaAutoConsumerSurvey.Basedontheresponses,wehaveidentifiedthefollowingsixkeyfindings.

1.Consumersarecontinuingthetrendoftradingup

TheChinaautomarketcontinuestointroducevariouscompetitivenewmodelsofsmartEVs,graduallyincreasingtheattractivenesstoconsumersandshiftingtheirattention

towardmid-andhigh-pricedmodels.Meanwhile,escalatingpricecompetition’simpact

onconsumerdecisionmakingremainslimited,with80percentofrespondentsindicatingthatpricecompetitionhasn’tacceleratedtheirvehiclepurchasedecisions.

2.PerceptionsofEVandICEbrandsarediverging

MultinationalOEMsnolongercommandpremiumprices,andtheirbrandhalosarealmostgone,atrendespeciallyevidentintheEVindustry.Meanwhile,ownersoftraditional

premiumMNCbrandsareswitchingtopremiumChineseEVbrands—atrendflowingalmostentirelyinonedirection.

3.EVpenetrationisrisingfast,withahiddenconcernofcharginganxiety

EVconsumersmakingpurchasingdecisionsareincreasinglyconsideringthe

performanceofthevehiclesthemselves,ratherthanregulatoryincentivessuchasfreelicenseplates.Also,theacceptanceofEVsbyChineseconsumershasseenitsfirst-everdeclineasEVcharginginfrastructureisdeployedslowlyinsomeareas.Thesituation

highlightstheextremeimportanceofoptimizingcharginginfrastructuretosupportthesustaineddevelopmentoftheEVsector.

McKinseyChinaAutoConsumerInsights20241

4.Direct-to-consumers(DTC)modeliswinningconsumertrusts,thankstoitshightransparencyacrosscustomerjourney

PremiumChineseEVbrandshaveadoptedomnichanneldirect-to-consumer(DTC)

models,whichhaveachievedremarkablecustomersatisfaction.Eveninafter-sales

maintenance,wherethepreviousyear’ssurveyfoundaperformancegapwithtraditionalOEMs,premiumChineseEVbrandsarecatchingup.

5.Autonomousdriving(AD)enjoysgreatpopularity,butchanceofmonetizationiscomingunderpressure

ConsumerdemandforADsolutionscontinuestoincrease.However,thefree-software

strategyoftoptechnology-orientedOEMshasmadeconsumerslesswillingtopayforADtechnologies.Amongthosewillingtopay,theamounttheyarewillingtopayhasdeclined.

6.Consumersareawareoflow-carbonvehiclesbutlesswillingtopayapremiumforthem

Nearly70percentofChineseconsumersareawareoflow-carbonvehiclesandwillingtopayextraforthem,butboththewillingnesstopayandtheamounttheywouldpayhavedeclined.

Weseetheindustryevolving,notinvoluting,underpressure.GuidedbyChineseconsumers,theEVsector’sgrowthatfullspeedisnowaninevitabletrend,andnewconsumer

preferencesandbehaviorsareemerginganddeveloping.However,thefundamental

commercialbehaviorsareconstant:meetdiverseconsumerneedsandcreatereasonableeconomicvalue.

2McKinseyChinaAutoConsumerInsights2024

1

Consumersare

continuingthetrendoftradingup

Keyinsights:

—TradingupcontinuestobepopularamongChineseconsumers,andthemarketshareofpremiumvehiclescontinuestogrow

—Meanwhile,theshareofconsumerswhosaytheywouldliketotradedownhasdroppedsignificantlycomparedwiththeresultsofthesurveyconductedayearearlier

—TheintensepricecompetitionthathasbeenoccurringinChinahashadalimitedimpactonstimulatingconsumption

McKinseyChinaAutoConsumerInsights20243

Thedesiretotradeupisboostingsalesofpremiumvehicles

Overthepastfewyears,moreandmoreChineseconsumershavebeenupgradingtheirvehicles.Asaresult,themarketshareofpremiummodelsincreasedfrom10percentofpassengervehiclesin2016to23percentin2023(Exhibit1).

Exhibit1

InChina,thepremiumsegmentofpassengervehiclescontinuestopostdouble-digitgrowthin2023

PassengervehiclessalesinChinabysegments

millionunitsGrowthCAGR

XX%EVpenetrationrateinsegment2016~20222023vs.2022

2.6%

-3.9%

None

Premium

11.2%

19.4%

Premium1

100%=2323222120212022-1.9%6.1%

90%

89%

87%

85%

81%

80%

14%

79%

26%

77%

33%

23%

37%

20%

16%

21%

25%

19%

15%

11%

13%

10%

2017201820192020

2016

202120222023

1.Premiumcardefinition:premiumbrandsbasedonconsumerperception,includingtraditionalpremiumbrandsandemergingpremiumEVbrands.

Source:ChinaNewCarInsuranceRegistrationDatabaseMcKinsey&Company

Accordingtotheresultsofourlatestsurvey,Chineseconsumersmaintainastrongdesiretoupgradeintheirnextcarpurchase,particularlythosewhoseexistingcarispricedbelowRMB200,000(Exhibit2).

—MostlikelytotradeuparethosewhoseexistingcarispricedbelowRMB100,000:morethan70percentsaytheyintendtotradeupwhentheypurchasetheirnextcar;

—Over50percentofcarownerswhoseexistingcarispricedatRMB100,000toRMB150,000saytheywilltradeup;

—Nearly50percentofrespondentswhoseexistingcarispricedatRMB150,000toRMB200,000saytheywilldoso;

—ForthepricesegmentaboveRMB200,000,themostcommonchoiceamongconsumersistostaywheretheyare.Inthatsegment,premiumsmart-EVmodelswithgreatvalueformoneyarecontinuallybeingintroducedtothemarket.Theseattractrelevantconsumer

groups,inspiringtheirrationalthinkinginsteadofconstantlypursuingmodelswithahigherprice.

4McKinseyChinaAutoConsumerInsights2024

Exhibit2

Chineseconsumers’desiretoupgradetheirvehicleremainsstrong

Budgetforthenextcarvs.priceofcarcurrentlyowned

%ofrespondents

Budgetforthenextcar,

RMBthousands

StayinthesamerangePrefertotradeup.PrefertopaylessHighest%group

<100

100-150

150-200

200-300

Priceofcarcurrently

owned,

300-400

>400

43%

57%

0%

12%

34%

52%

2%

44%

3%

47%

32%

27%

67%

6%

1%

46%

54%

45%

17%

68%

29%

7%

92%

2022

2023

Source:McKinseyChinaAutoConsumerSurvey(2023&24)McKinsey&Company

McKinseyChinaAutoConsumerInsights20245

Theshareofconsumersseekingadowngradehasfallensignificantly

Inlastyear’sreport1,manyconsumersineachpricesegmentsaidtheyplannedtopurchasetheirnextcarinalower-pricesegment.However,inthelatestsurvey,amuchsmallershareofrespondentsexpressedthesameintention(Exhibit3).AmongthecarownerswhoseexistingcarispricedatRMB150,000orless,theshareseekingalowerpricedecreasedtozerofrom12percentin2022.InthesegmentofRMB150,000toRMB400,000,theshareofthose

intendingtopaylessdroppedfromabout20percentin2022toabout2percentin2023.

Exhibit3

Theshareofconsumersplanningtodowngradeissignificantlylowerin2023thanin2022

Consumersexpectingto“downgrade”bypriceofcarcurrentlyowned

%ofrespondents,RMBthousands

20222023

20

16

12

10

8

0

2

3

21

100-150150-200200-300300-400>400

Twofactorsseemlikelytohavecontributedtothesignificantdecreaseoftheshareofthosewhotendtodowngrade:

—Consumersshowrelativelystrongerenthusiasmandconfidencefornew-carpurchasesinthepost-pandemicera.

—ChinaautomakerscontinuetointroducehighlycompetitivenewmodelsofsmartEVs.

In2023,morethan40newEVmodelswerelaunchedinthepricesegmentaboveRMB200,000alone,andalmostallmodelswereequippedwithfeaturessuchascomfort,

infotainmentfunctions,autonomousdriving(AD),smartcockpit,andultra-fastcharging.Asthesenewmodels’attractivenesstoconsumersgraduallyincreases,consumersshifttheirattentiontomodelsinhigher-pricesegmentsorstayinthesamepricesegmentoftheirexistingvehicleinsteadofseekingalower-pricedvehicle.

1ThomasFang,MingyuGuan,BillPeng,andTonyZhou,“McKinseyChinaAutoConsumerInsights2023,”July2023.

6McKinseyChinaAutoConsumerInsights2024

PricecompetitionthathasbeenoccurringinChinahashadalimitedimpactonstimulatingconsumption

CompetitionbasedonpriceisgraduallyintensifyingintheChinaautomarket.Withmind-blowinghigh-techfunctions(forexample,cityareanavigation-on-autopilot,advanced

smartvoiceassistant,electricsuctiondoors,800Varchitecture,ultra-fastcharging,andair

suspension)atattractiveprices,thenewlylaunchedmodelskeeprefreshingconsumers’priceperceptions.Didtheintensifyingpricecompetitionstimulatethedesiretopurchaseanew

car,ordiditsimplyhelpcreateagroupofconsumerswhowanttowaitonthesidelines

Oursurveyaskedconsumershowthepricecompetitionhasaffectedtheirdecisionaboutpurchasinganewcar.Theresponsessuggestthatthattheimpactwaslimited:

—Thelargestshareofconsumers(64.1percent)saytheyareneutral,meaningthepricecompetitiondoesnotaffecttheirpurchasedecision(Exhibit4).

—Another16.4percentsaytheimpactisnegative―thatis,thepricecompetitionwillinhibitordelaytheirpurchase.

—Theremaining19.4percentexpressapositiveimpact,meaningthepricecompetitionhasboostedoracceleratedtheirpurchasedecisions.

Exhibit4

Pricecompetitionhaslimitedimpactonconsumers,withmorethan80percentofconsumersreportnopositiveroleforpricecompetitionintheirpurchase

decisions

‘Doesthepricecompetitionmakeapositiveornegativeimpacttoyournewcarpurchasedecision’

Consumerattitudestowardsthepricecompetition

64.1

Neutral:Hasno

impacton

purchasedecision

Negative:Makesmemorehesitanttomakepurchasedecision

16.4

Positive:

19.4

Triggersoraccelerates

Total

100.0

80.5%

ofconsumers

reportingnopositiveimpactfromprice

competitionon

McKinseyChinaAutoConsumerInsights20247

Theproportionofrespondentssayingtheimpactispositiveisaboutthreepercentage

pointshigherthanthepercentagereportinganegativeimpact.Asaresult,pricecompetitionappearstohavestimulatedtheoverallChinacarmarket,butonlyslightly.Inaddition,the

segmentsreportinganeutralornegativeimpacttotalmorethan80percentofrespondents,meaningmostpeoplesurveyedobservenopositiveroleofpricecompetitionintheirpurchasedecisions.Theevidencepointstoalimitedoverallimpactofcompetingonprice.

Theimpactofpricecompetitionvariesaccordingtothepriceofrespondents’currently

ownedcars.Inthelow-pricesegment,moreconsumersciteanegativeimpactthanapositiveone,andinthemiddle-pricesegment,thedifferencebetweenpositiveandnegativeimpactisonly3.1percentagepoints(Exhibit5).Thenetimpact(positiveminusnegative)isgreatestforthepricesegmentaboveRMB300,000,at4.4percentagepoints.Weinterpretthistomeanthatconsumersinthelowandmediumpricesegments,facingastretchofpricecompetition,aremorelikelytoexpectfurtheraggressivepricecuts,sotheyadoptawait-and-seeattitude.Consumersinthehigh-pricesegmenthavestrongerpurchasingpowerandcanrespond

morepositivelytofavorableprices.

Exhibit5

Pricecompetitionhavelimitednetimpactforvolumesegmentconsumers,andmayevenresultinlosses

Consumerattitudestowardsthepricecompetition(bypriceofcarcurrentlyowned)

100%

Neutral:Hasnoimpactonpurchasedecision

Positive:Triggersoracceleratespurchasedecision

Netimpactcausedby

pricecompetition,positiveviewsminusnegative

views,percentagepoints

57.6%

61.6%

71.8%

21.9%

17.6%

11.9%

20.5%

20.8%

16.3%

<100100~300>300Priceofcar

currently

owned,RMBthousands

-1.4%3.1%4.4%

Source:McKinseyChinaAutoConsumerSurvey2024McKinsey&Company

8McKinseyChinaAutoConsumerInsights2024

PerceptionsofEVandICEbrands

arediverging

—Consumers’brandperceptionshavesignificantlydiverged:theirinitialconsiderationsetdiffersaccordingtothebrandortypeofcartheyown

—WhilepremiumChineseEVbrandshavesuccessfullyattractedconsumerswith

theircompetitiveedgeinsmartification,manyownersoftraditionalpremiumMNCbrandsareswitchingtopremiumChineseEVbrands

—Consumers’perceptionsofChinesecarbrandshavegreatlyimprovedalongbothtraditionalandemergingevaluationdimensions,whilethebrandhalooftraditionalmultinationalcompany(MNC)playersisincreasinglychallenged

—NearlyhalfofChineseconsumersarereluctanttopayhighpremiumsforMNCbrands,andtheproportionisincreasing

McKinseyChinaAutoConsumerInsights20249

Consumers’brandperceptionshavesignificantlydiverged;theirinitialconsiderationsetdiffers

accordingtothebrandortypeofcartheyown

CompetitioninChina’spassengervehiclemarketisgettingmoreandmoreintense.Several

leadingnewEVbrandsaregainingconsiderabletraction,whilesomeweak,oldbrandsare

phasedout.Overthepastthreeyears,16newbrandshaveenteredtheautosector,eachwithamarketsharegreaterthan0.1percent.Inthemeantime,sevenoldbrandshavegradually

vanishedfromthesightofconsumers(Exhibit6).

Exhibit6

CompetitioninChinapassengervehiclemarketisintensifyingasnewbrandscatchupandoldbrandsarephasedout

MajorbrandsintheChineseautomarket1

BrandswithMS>2%BrandswithMS0.5%-2%BrandswithMS0.1%-0.5%

1670

60

61

4

18

13

7

7brandsallwithmarketshare

(MS)of0.1%-0.5%in2020

Among16new

brands,4brandshaveanMSof

0.5%-2%in2023;12brandshave

anMSof0.1%-0.5%in2023

34

28

26

201520BrandsphasedoutNewbrands2023

1.Onlyincludethebrandswithmarketshareover0.1%,whichoverallaccountforover99%ofChinatotalPVmarket.Source:ChinaNewCarInsuranceRegistrationDatabase

McKinsey&Company

Assignificantchangestakeplaceinthebrandlandscape,howwillconsumerperceptionsofindividualbrandsevolveRespondents’answerstoseveralsurveyquestionsshedsomelightonthisquestion.

10McKinseyChinaAutoConsumerInsights2024

Whenconsumersconsiderpurchasingacar,theydevelopaninitialconsiderationset(ICS),

collectmoreinformationabouteachbrandinthatICS,andthenmakepurchasedecisions.

Accordingtoourprevioussurveys,aconsumer’sICScontainsjustafewbrands—twotothreeonaverage—andthebrandpurchased,regardlessofpowertraintype,usuallycomesfrom

theirICS(Exhibit7).Itisnoteworthythatwhiletheaveragenumberofbrandsinconsumers’ICSisroughlyunchanged,thelikelihoodofthefinalpurchasecomingfromthatsetofbrandshasincreasedconsiderably.Inotherwords,consumers’purchasedecisionsaregettingmorefocused.OEMscanbenefitfromthistrendbyworkingmoreactivelytoputtheirbrandsintoconsumers’ICSandcaptureagreatermindsharewhenconsumersdevelopanintentionto

purchaseacar.

Exhibit7

Although#ofoptionalbrandsincreases,ChineseconsumerscontinuetokeepashallowICS(initialconsiderationset)

ICStypicallyonlyincludes2-3brands......85%offinaldecisionsarefromICS

NumberofbrandsinICS,#ofbrands

2.9

2.7

2.5

2.8

201921222023

%finaltransactionswithinICS

ICEonwersEVowners

Source:McKinseyChinaAutoConsumerSurveyacrosstheyearsMcKinsey&Company

Amorein-depthanalysisofthedatashowsthatICSmixesvaryfordifferentgroupsof

consumers.Forexample,consumerswhopurchasedamassbrandvehicleoverthepastsixmonthsdifferintheirconsiderationofMNCversusChinesemassbrands(Exhibit8):

McKinseyChinaAutoConsumerInsights202411

Exhibit8

ConsumersinthemassbrandsegmentshowdifferentconsiderationinICS(initialconsiderationset)

ICSmixofdifferentgroupsofcustomerswhopurchasedanewcarinthepast6months

%orrespondents

Atleast1traditionalmassMNCbrandinICS

Atleast1traditionalmassChinesebrandinICS

TraditionalmassMNCbrandbuyers

98%

48%

Traditionalmass

ChineseICEbuyers

53%

96%

TraditionalmassChineseEVbuyers

95%

—AmongrespondentswhopurchasedtraditionalmassMNCbrands,traditionalmassMNCbrandsappearinnearly100percentofrespondents’ICSs,butChinesemassbrandsarepresentinonlyabout50percent.

—AmongthosewhopurchasedtraditionalmassChinesebrands,theoppositeholds:traditionalmassMNCbrandsappearinonlyabout50percentofrespondents’ICSs,whereastraditionalmassChinesebrandsappearinnearly100percent.

12McKinseyChinaAutoConsumerInsights2024

Inthisexample,thedifferencesinICSmixbetweenthedifferentgroupsofmassbrand

vehicleownerstendstobeconsistentwithrespondents’highlydivergentbrandperceptions,includingtheirawarenessofChineseandMNCbrands(Exhibit9):

—FortherespondentswhoowntraditionalmassMNCbrands,thetopfivemostrecognizedmassbrandsareallMNCbrands.

—TheownersoftraditionalmassChinesebrandsincludetwoChinesebrandsintheir

choicesofthetopfivemostrecognizedmassbrands.Also,theyaremuchlesslikelytorecognizetop-rankingMNCbrandsthantheownersofMNCmassbrandsare.

Exhibit9

Asimilarperception-divergeishappeningtomasssegmentICEconsumers’brandrecognition

Top5mostrecognizedICEbrands(mass)bydifferentgroupsofcustomers

TraditionalmassChinesebrand

TraditionalmassMNCbrandowners

MassGermanbrand

MassJapanesebrand

32

31

MassUSbrand

22

TraditionalmassChinesebrandowners

MassChinesebrand

McKinseyChinaAutoConsumerInsights202413

SimilardifferencesinICSmixanddivergenceofbrandperceptionsaremoreevidentinthesurveyresultscollectedfrompremiumbrandowners:

—AmongrespondentswhopurchasedthreemajorpremiumGermanbrands,the

appearancerateofthesethreebrandsintheirICSisnearly100percentforICEvehicleownersandnearly90percentforEVowners(Exhibit10).Incontrast,fewpremium

ChineseEVbrandswereintheseconsumers’ICS:almostzeroforICEvehiclebuyersandlessthanone-thirdforEVbuyers.

—Incontrast,consumerswhopurchasedpremiumChineseEVbrandsrarelyincludethe

threepremiumGermanbrands(appearancerateof14percent).Andfortheseowners,theICSappearancerateofpremiumChineseEVbrandsis91percent.

Exhibit10

Consumersinthepremiumvehiclesegmentalsoshowsignificantly-differentconsiderationinICS

Atleast1premium

GermanbrandinICS

Atleast1

premiumChineseEVbrandinICS

ICEbuyersof3majorpremiumGermanbrands1

EVbuyersof3majorpremiumGermanbrands1

30%

PremiumChineseEVbuyers2

91%

1.Incl.buyersof3majorpremiumGermanbrands.2.Incl.buyersof6premiumChineseEVbrands.

Source:McKinseyChinaAutoConsumerSurvey2024

14McKinseyChinaAutoConsumerInsights2024

ThedistinctdifferencesinICSmixbetweenpremiumsegmentownersarealsoconsistentwiththeirdivergentbrandperceptions(Exhibit11):

—Respondents,whenaskedtoidentifythebrandstheyconsider“premium”,regardlessofpowertraintype,mentiononlytraditionalMNCbrandsknownfortheirICEvehicles.

—WhenaskedtofocusonpremiumEVbrands,respondentsmostoftenmentionthree

emergingEVbrands(thatis,brandsthatsellonlyEVmodels).ThetoppositionisoccupiedbyanAmericanEVbrand,followedbytwoChineseEVbrands.ThethreepremiumGermanbrandsofferingbothEVandICEvehiclesrankfourth,fifthandseventh.

Exhibit11

ThehugedifferenceinICS-mixamongdifferentvehiclegroupsiscausedbyconsumers’divergingperceptionsonpremiumbetweenICEvs.EV

Top10brandsviewedas“premiumbrand(regardlessofpowertraintype)”

amongconsumers

50

23

69

63

53

17

14

German

Italybrand

British

USbrand

Japanese

brand

Top10brandsviewedas“premiumEVbrand"amongconsumers

EVbrands50

42

29

24

1616

Chinese

USEV

EVbrand

EventheconsumerswhoownamajorpremiumGermanbrandrankthesethreeGermanbrandsbehindtheAmericanEVbrandandtwoChineseEVbrands(Exhibit12).

McKinseyChinaAutoConsumerInsights202415

Exhibit12

Evenownersofthe3majorGermanbrandownersconsiderEVbrandsmorepremiumintheEVdomain

Top10brandsviewedas“premiumEVbrand"among3majorGermanbrandowners

44

3535

3131

EVbrands

1414

Korean

Throughfurtherresearch,wefoundthatselectioncriteriadifferamongownersofpremiumvehiclesbearingdifferentbrands.RespondentswhoownpremiumChineseEVindicate

thattheychosepremiumChineseEVbrandsprimarilybecausesuchbrandswieldtechnicaladvantagesinAD,smartcockpit,andoriginalEVplatforms(Exhibit13).

Interestingly,whenownersoftraditionalpremiumMNCEVwereaskedsimilarquestions,

theyoftenidentifyabrand-relatedreasonasthekeyconsiderationfortheirdecision.SuchresponsesincludesapreferenceforthetraditionalpremiumMNCbrandsandalackof

confidenceinpremiumChineseEVbrands(Exhibit14).

16McKinseyChinaAutoConsumerInsights2024

Exhibit13

SmartfeaturesarecorereasonsconsumersgiventobuyEVfrompremiumChineseEVbrands

ReasonsforbuyingEVfrompremiumChineseEVbrands,vstraditionalpremiumMNCbrands

%ofrespondents1

SmartificationfeaturesBranding

BetterADperformance

BettersmartcockpitperformanceAttractiveexteriordesign

NativeEVplatform

Biggerspace&comfort

Convenientaftersalesservice

BetterOTA(over-the-airupdate)capability

Technologytoaddressrangeanxiety(e.g.batteryswapping,REEV2)

BrandingoftraditionalpremiumMNCbrandsmeaninglesstome

Betterdrivingperformance

62

51

47

43

40

39

65

1.Incl.ownersof6premiumChineseEVbrands.

2.Rangeextendedelectricvehicle.

McKinseyChinaAutoConsumerInsights202417

Exhibit14

…whilethetraditionalpremiumEVbuyersaretriggeredbybrandingeffects

ReasonsforbuyingEVfromtraditionalpremiumMNCbrands,vspremiumChineseEVbrands

THE END
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6.2023年化妆品行业市场分析消费者洞察报告数据显示,2021年中国化妆品行业市场规模达4553亿元,预计2022年将达4858亿元。化妆品消费在一定程度上受到反复的影响,但随着多地有序复工,国民经济平稳复苏,中国化妆品市场规模将保持稳定增长,预计2023年可突破5100亿元。 用户调研:综合电商平台是消费者的购买渠道,用户最关注产品成分与功效 http://liyanzhuang.51sole.com/companynewsdetail_231158541.htm
7.2022年中国跑腿经济市场洞察报告2022年中国跑腿经济市场洞察报告 供给侧分析:市场运力充足,平台服务差异化凸显 从市场运力来看,头部跑腿品牌凭借充足的骑手和多元的服务方式,服务网络边界不断扩大。同时,基于品牌特性和消费者多样化的需求,头部跑腿品牌推出差异化服务,发挥各自优势,共同助推跑腿经济市场高质量发展。http://www.redsh.com/view/20220915/113911_2.shtml
8.QuestMobile2022年618洞察报告:当日电商活跃用户7.3亿,电商平台今天给大家分享“2022年618洞察报告”。无论是宏观经济形势,还是疫情影响,又或者是电商平台超级内卷,今年的618,都堪称背水一战。QuestMobile数据显示,618前夕,截止到2022年5月,典型综合电商APP重合用户规模达到2.39亿,相比去年剧增了21.7%,用户争夺战如此剧烈的情况下,传统的提前招商、提早付款时间等抢跑动作,已经成了标http://finance.sina.cn/tech/2022-06-23/detail-imizirav0088775.d.html
9.艾媒咨询2022年中国兴趣消费趋势洞察白皮书(附下载)90后、00后的新青年消费群体成为消费市场的新力军,推动消费需求更迭,新的消费需求驱动“兴趣消费”潮流涌起。调研显示,兴趣消费产品持续渗透到新青年消费者的生活中,拥有高颜值、IP联名、高品质的「好看、好玩、好用」的产品在新青年消费者中的影响力较强。(《艾媒咨询 | 2022年中国兴趣消费趋势洞察白皮书》完整高清PDhttps://www.iimedia.cn/c460/88144.html
10.2023年中国化妆品市场行业发展与消费洞察》报告发布期间,新华网联合中国香料香精化妆品工业协会发布《2023年中国化妆品市场行业发展与消费洞察》报告,解析中国化妆品行业市场规模,解读中国消费者化妆品消费行为数据,前瞻中国化妆品行业发展趋势。 中国化妆品行业创新趋势明显 消费持续攀升 报告显示,2023年中国化妆品行业市场规模约为5169.0亿元,同比增长6.4%,2025年有望增至http://www.xinhuanet.com/fashion/20231127/ffbe733e9ec5497b8de178e245df7847/c.html
11.艾媒咨询2024年中国即食肉类代餐食品消费市场洞察报告未来,即食肉类市场有望形成寡头企业,品牌将愈发分散,新兴企业需加强品牌创新,从而提高消费者对于品牌的信任度。口感、工艺、营养、原料等是即食肉类行业的竞争点,能同时保证这些关键点或者某方面有所长的即食肉类品牌将有着巨大的成长空间。 以下为报告内容完整版:https://xueqiu.com/9582690951/284425622
12.《2024成人情趣用品市场洞察报告》解读:除了不好做广告,情趣用品数据显示,消费者在对成人用品市场的了解中,最感兴趣的产品是性玩具。随着疫情的推动,人们的消费观念在逐渐改变,情趣用品的属性已经转变成提升生活质量的工具,超越了禁忌和社会污名。 报告将从出海优势、挑战和发展趋势几个方面进行分析,想要获取全部内容,可以关注【大数跨境】公众号,回复【2024成人情趣用品市场洞察报告】https://www.10100.com/article/44465
13.2022年十大潮流生活趋势报告潮流生活新方式报告精读休闲&舒适或将成为2022年沉浸式宅家生活方式下的热点。家居服的功能性不断创新,在面料上、场景上适应消费者的 生活变化。在家庭形态上,独居逐渐成为新的趋势,宅女宅男增多,社会变化让宅家不出户和居家办公需求增长。为了在 宅家的日子里通过穿搭提高幸福感,人们将舒适健康与多场景穿搭作为选购居家场景服饰的最重要https://m.vzkoo.com/read/2022082083c4136005060be36a84ea0d.html
14.2022消费人群市场研报:Z世代/95后/新青年/单身(共108份)【消费人群分析】2021未成年人网络媒介素养报告-11页.pdf 【消费人群分析】2021母婴人群新消费洞察报告(2)-12页.pdf.pdf 【消费人群分析】2021职场人健康报告-11页.pdf 【消费人群分析】2022中国市场新财富与新人群趋势-网易云商&罗兰贝格-2021.12-27页.pdf https://blog.csdn.net/m0_65191343/article/details/123761527
15.卷疯了的内衣赛道出海机遇何在?《2024全球内衣市场洞察报告》带随着消费者生活水平的提高和消费观念的转变,内衣已不仅仅是生活必需品,更是展现个人品味和时尚风格的重要载体。2024 年,内衣市场展现出强劲的增长态势,市场规模的扩大不仅带动了相关制造业的发展,还推动了设计、营销和零售等环节的创新与进步。 本报告对内衣市场的国内外规模、品类细分、区域消费者等方面进行深入洞察,https://www.myzaker.com/article/66ed3cba8e9f092f30074078
16.2022中国家居产业发展报告家居报告2022中国家居产业发展报告 中国家居产业发展报告连续10年发布,入编企业已成为消费者最受欢迎的品牌。近年来,家居产业以技术的进步促进新产品不断涌现,技术工艺不断更新,为市场提供了更多、更好、更环保的优质产品。 2022年对于整个家居行业来说,都是极不平凡的一年。在长期疫情防控的大背景下,知名房地产企业资金链http://www.smile2012.com/html/2023/jiajubaogao_0314/14598.html
17.2022年服饰鞋靴市场深度报告—服饰篇2021与2022年天猫累计销售额分别为2727.9亿元、2241.4亿元,2022年整体销售额同比下滑了17.8%,而2021年11月达到近两年的销售最高峰,高达485.7亿元。 2022年疫情反复,也重新塑造了消费者经济行为的决策,对非必需品收紧的消费态度导致了市场的下滑。这在当年十一月促销月表现明显,同比下滑28.7%;由于1月的春节以及疫情管控https://chinaleather.org/front/article/127390/3
18.2023年中国快消品营销行业现状分析,对消费者需求的深入洞察和精准快消品主要是日常消耗品,需要消费者高频次和重复的使用与消耗,通常单件利润较低,但由于销售量巨大,所以规模化的市场累积利润很高。快消品营销是指针对快速消费品的市场推广和销售策略。它主要关注如何通过有效的市场定位、产品推广、渠道建设和促销活动等手段,满足消费者对快速消费品的需求,同时实现企业的销售目标和市场https://www.huaon.com/channel/trend/969114.html