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谁在坚持买油车?
Soochow Securities·2025-08-15 02:43

Investment Rating - The industry investment rating is "Overweight," indicating an expected performance that is stronger than the benchmark by more than 5% over the next six months [35]. Core Insights - The report highlights that 26 car owners prefer gasoline vehicles due to several reasons, including high cost-performance ratio, concerns about electric vehicle (EV) battery replacement costs, lack of charging infrastructure, and perceived immaturity of EV technology [2][16]. - Nearly 50% of the surveyed owners do not have the conditions to install dedicated charging stations, which significantly influences their decision to stick with gasoline cars [2][16]. - The report also notes that while owners acknowledge the lower per-kilometer cost of EVs, this advantage diminishes for those who drive less than 10,000 kilometers annually [2][16]. Summary by Sections Section 1: Sample Size Introduction - The report is based on interviews with 26 car owners from seven major brands and 13 models, focusing on popular gasoline vehicles [6][7]. Section 2: Reasons for Not Choosing Electric Vehicles - The primary reason for not selecting EVs is the lack of charging infrastructure, with 42% citing this as a major concern [16][20]. - Other significant factors include skepticism about battery technology (15%) and anxiety over long-distance travel (12%) [20][23]. - The report indicates that the perception of EVs as less reliable and concerns over depreciation also play a role in the decision-making process [22][23]. Section 3: Future Considerations for Electric Vehicle Purchase - Many owners expressed that they would consider purchasing EVs if charging infrastructure improves or if they see more reliable performance from EVs in the future [24][25]. - The report categorizes potential future buyers into three groups based on their conditions for considering EVs, primarily focusing on charging solutions and vehicle quality [25].