【新能源篇】新的一年开始了，各家的销售情况都怎么样？

Core Viewpoint - The current market is experiencing a significant decline in customer traffic and orders compared to the previous month, primarily due to the reduction of purchase tax subsidies and the lack of new government funding for 2026, leading to a cautious market sentiment [1][10]. Group 1: Market Conditions - Customer traffic and orders have sharply decreased, with many stores reporting single-digit order numbers and a general lack of high-intent customers [1][12]. - The New Year's holiday saw minimal customer engagement, with many potential buyers still in the consideration phase and not making decisive purchases [5][17]. - The introduction of new policies, such as a 12,000 yuan purchase tax subsidy, has not significantly improved the situation, as actual costs remain higher than last year [2][10]. Group 2: Consumer Behavior - Customers are exhibiting a strong wait-and-see attitude, largely influenced by the anticipation of new models and subsidy policies [4][19]. - Many customers who considered purchasing at the end of last year are now hesitant due to increased costs and the uncertainty surrounding new government incentives [8][10]. - The majority of customers are not in a hurry to buy, with many expressing a desire to wait for better deals or new model releases [9][15]. Group 3: Competitive Landscape - The market is seeing increased competition among electric vehicle brands, with some customers considering switching back to traditional fuel vehicles due to the new purchase tax on electric cars [10][19]. - Brands like Xiaopeng and Zeekr are gaining attention for their new models, but overall customer interest remains subdued [8][14]. - The introduction of new models and policies by competitors is expected to influence customer decisions, with many waiting for clearer signals from manufacturers [15][22].