忌土货
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对最近的行业下滑及降价潮分享一些个人观点
1、22年购置税取消和22年新能源补贴取消透支23年一季度需求；
2、经济疲软，恢复不及预期；
3、行业龙头特斯拉主动打响价格战，国产龙头BYD迎战，倒是二梯队新能源车被迫大幅降价，因此倒逼燃油车价格，引来燃油车各种“百亿补贴”；
4、RDE切换，太多燃油库存车了，3-6月竞争会很惨烈；
5、目前客户基本都是持币观望优惠政策出台，属于快乐等车降价中
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