实探上海汽车以旧换新“扩围” 精准覆盖真实需求 进一步激发消费潜力

Core Viewpoint - The expansion of the "old-for-new" vehicle replacement policy in Shanghai, which now includes vehicles registered outside the city, is driving significant consumer interest and sales in the automotive market, particularly for new energy vehicles. Policy Expansion - The new policy allows for a one-time subsidy of 15,000 yuan for consumers purchasing new energy vehicles priced over 100,000 yuan, and 13,000 yuan for fuel vehicles, provided they trade in their vehicles registered outside Shanghai [2][3] - The policy aims to activate potential replacement demand by broadening the subsidy eligibility from local to out-of-province vehicles [3] Market Response - Sales inquiries have surged at various dealerships, with significant increases in customer traffic noted, especially from owners of out-of-province vehicles looking to take advantage of the new policy [5][6] - The policy has led to a notable increase in sales of new energy vehicles, with manufacturers reporting substantial growth in sales figures [8][9] Consumer Behavior - Consumers are actively calculating the financial benefits of the new policy, with many finding the subsidies and trade-in values to be significant incentives for upgrading to new energy vehicles [5][6] - The overall vehicle population in Shanghai is projected to reach approximately 6.13 million by the end of 2024, with around 1.05 million being long-term out-of-province vehicles [6] Industry Impact - The "old-for-new" policy has stimulated the automotive market nationwide, with the Ministry of Commerce reporting that the automotive sector accounted for a significant portion of the 1.1 trillion yuan in sales driven by the policy [8] - Major automotive companies are responding to the increased demand by launching new models and enhancing their offerings, which has been reflected in strong pre-order numbers for new vehicles [9][10] Future Outlook - The government continues to support the automotive market through various initiatives, including tax reductions and additional subsidies, aimed at further encouraging vehicle replacement and enhancing consumer choice [9][10] - Companies in the automotive supply chain are also benefiting from the policy, with some focusing on expanding their vehicle recycling and dismantling operations to align with the new market dynamics [10][11]