GXED(600617) 证券时报网·2024-12-05 04:39Core Insights - The 2024 China New Energy Vehicle Customer Satisfaction Index (NEV-CACSI) has been released, showing a score of 79 out of 100, marking a decline for the second consecutive year [1] - The satisfaction scores for pure electric vehicles and hybrid vehicles are 78 and 79 respectively, both down by 1 point compared to the previous year, indicating a decrease in consumer satisfaction across both categories [1] - The decline in satisfaction is attributed to a decrease in brand image and unmet personalized quality demands from consumers [1] Industry Overview - The quality association notes that increased market competition has led to faster brand updates, resulting in negative phenomena such as vicious competition among brands [2] - Issues such as unfulfilled sales promises and the retention of older model rights have emerged, making it difficult for consumers to improve their overall impression and satisfaction with brands [2] Consumer Complaints - Among the top 50 most complained new energy vehicle models in the past year, 32 were reported for price changes, affecting popular brands like Zeekr, Xpeng, Wuling, Li Auto, and Aito [3] - Complaints regarding unfulfilled sales promises were noted for 28 models, with complaint volumes ranging from over 100 to more than 3000 [3] - Specific issues include significant price drops for new models harming the rights of older car owners, unfulfilled promises of additional features and maintenance rights, and difficulties in receiving subsidies [3] Quality Issues - Despite the introduction of innovative features, the industry has struggled to meet user expectations for personalized quality, with satisfaction in smart vehicle features declining notably [3] - The most common faults reported in new energy vehicles include issues with smart cockpits, interior decorations, and exterior bodywork, with a total fault occurrence of 91 per 100 vehicles, although this represents a year-on-year decrease [3][4] - Smart cockpit faults were the most frequent, occurring 16 times, followed by interior and exterior issues at 13 and 12 times respectively, accounting for 45% of total faults [3] Fault Distribution - Pure electric vehicles primarily experience faults in smart cockpits, interiors, exterior bodywork, smart driving assistance, and driving control systems, which together account for 72% of total faults [4] - Hybrid vehicles show faults concentrated in exterior bodywork, driving control systems, smart cockpits, interiors, and smart driving assistance, making up 67% of total faults [4] - While new energy vehicles demonstrate advantages in smart features compared to traditional fuel vehicles, challenges remain in areas such as noise, odor, and other faults [4]