【保值率】2025年11月中国汽车保值率报告

Core Viewpoint - The article discusses the findings of the "2025 November China Car Retention Rate Research Report," highlighting the importance of retention rates as indicators of brand strength and market dynamics, which can inform various business strategies in the automotive industry [2]. Group 1: Retention Rate Insights - The retention rate data reflects the relationship between market conditions, industry trends, and brand development, serving as a comprehensive measure of a brand's product strength, recognition, and reputation [4]. - The retention rate rankings are based on the selling prices of used cars in good condition (B2C), providing a clear picture of market performance [4]. Group 2: Policy Directions - The new national standard for vehicle safety, organized by the Ministry of Public Security, aims to enhance safety measures rather than focusing solely on industrial innovation or commercial issues, indicating a shift towards stricter safety regulations [6]. - The increasing penetration of new energy vehicles and advanced driver assistance systems has led to a rise in safety incidents, necessitating improved legislative and regulatory frameworks [6]. Group 3: Market Trends - The export of second-hand cars is gaining traction, with policies in place to support healthy development in this sector, including the recent initiatives from Shanghai to promote positive examples [8]. - The adjustment of vehicle purchase tax has stimulated consumer demand, leading to a significant increase in the availability of second-hand cars, which in turn supports new car sales [12]. Group 4: Retention Rate Variations - There is a notable decline in retention rates across different vehicle categories, with MPVs and large SUVs generally maintaining higher rates due to their comfort and functionality, while compact cars and small SUVs are experiencing lower rates [15]. - The current trends in product design are affecting the retention rates of compact sedans and small SUVs, although this does not fully capture the demand dynamics in the second-hand market [15]. Group 5: New Energy Vehicle Market Changes - Government procurement plays a crucial role in promoting the new energy vehicle industry, with policies emphasizing the need for specific technical standards, creating commercial opportunities for various vehicle categories [17]. - The competitive landscape for new energy vehicles is intensifying, particularly in the new car market, while the second-hand market shows limited price elasticity, indicating a significant drop in retention rates [20].