2025年全球汽车消费者研究

Investment Rating - The report does not explicitly provide an investment rating for the automotive industry. Core Insights - The global automotive industry is undergoing significant transformation driven by evolving consumer expectations for mobility experiences and increasing brand loyalty, with emerging manufacturers posing a threat to traditional players [2][3]. - While the growth momentum for electric vehicle (EV) sales has slowed, the long-term demand for zero-emission transportation remains clear [2]. - The integration of software-defined vehicles is reshaping every aspect of the automotive value chain, prompting manufacturers to rethink vehicle design, manufacturing, sales, and driving [2]. - Advanced Driver Assistance Systems (ADAS) and connected vehicle functionalities are enhancing safety and engagement in mobility [2]. - Artificial intelligence is advancing the development of next-generation autonomous fleets, shifting consumer preferences from ownership to Mobility as a Service (MaaS) solutions [2]. Summary by Sections Vehicle Electrification - Interest in Battery Electric Vehicles (BEVs) remains stable in most markets, while interest in Internal Combustion Engine (ICE) and hybrid vehicles is increasing [12]. - Consumers are seeking solutions that reduce fuel costs and emissions without relying on charging infrastructure [12]. Future Vehicle Intentions - There is a rising trend of consumers planning to switch brands for their next vehicle purchase, indicating a need for stronger customer relationships, especially in developing markets like China [13]. - Concerns about the safety of autonomous vehicles persist, with over half of consumers in India, the UK, and the US expressing worries [14]. Connectivity - Many young consumers in markets like India and Southeast Asia show interest in MaaS over traditional vehicle ownership, with a significant portion driving daily [15]. Mobility as a Service (MaaS) - The report highlights a growing interest in MaaS solutions among younger demographics, particularly in regions with high vehicle usage [15]. Charging Infrastructure and Consumer Preferences - Most consumers prefer to charge their EVs at home, with a significant number planning to install home chargers [24][30]. - The majority of surveyed consumers prioritize fast charging times and accessibility when considering EV charging experiences [34]. Payment Preferences - Consumers across various markets prefer familiar payment methods, such as credit/debit cards, for public EV charging [38].