今年上半年，涛涛车业推动北美本土化制造加速落地，其美国工厂全力推进电动高尔夫球车组装生产， 通过人员有效组织与工序节拍优化，产线日均产能实现稳步增长，为满足北美区域市场快速交付需求提 供重要支撑。 对于涛涛车业而言，本次收购将推动公司产品在美国市场的销售网络拓展，进而提升专业商超领域的市 场占有率，增强公司的整体盈利能力与市场竞争力。借助标的公司成熟的渠道资源，公司有望精简现有 销售模式中的中间环节及相关成本，打通销售链的上下游，实现销售渠道的"高效率、低成本"运营，从 而优化渠道布局，增加获客机会，进一步夯实盈利基础。同时，公司还承接了Racka品牌的市场影响 力、客户资源及市场份额，有利于加速自有品牌全球化的布局。 盘古智库高级研究员江瀚在接受《证券日报》记者采访时表示："近年来，中国汽车产业链出海呈现'从 整车向细分赛道延伸、从新兴市场转向成熟市场'的新趋势。除新能源乘用车加速欧洲布局外，两轮 车、特种车辆及零部件企业更倾向通过并购获取海外渠道与认证资质。" 中国城市发展研究院投资部副主任袁帅认为，涛涛车业选择美国市场作为并购切入点，机遇在于美国是 全球最大的汽车消费市场之一，对全地形车、越野车等需求旺 ...

Core Viewpoint - The automotive industry is experiencing a shift in focus from traditional car exhibitions to a more sales-oriented approach, reflecting the competitive landscape and changing consumer behavior [5][28][80]. Group 1: Changes in Auto Shows - The recent Chengdu Auto Show felt unusually quiet, with many brands having empty booths, indicating a significant change in the exhibition's dynamics [2][4]. - Major car manufacturers are now prioritizing sales over mere brand visibility, leading to a more practical approach at auto shows [5][6][28]. - The trend of launching new models before the auto show to avoid competition has become common, allowing consumers to make informed purchasing decisions [10][12][13]. Group 2: Market Dynamics - Chengdu is emerging as a key market, with projected car sales of 665,000 units in 2024, a 9% year-on-year increase [13]. - In the first seven months of the year, Chengdu surpassed major cities like Beijing and Shanghai in new energy vehicle sales, highlighting its growing importance [14]. Group 3: Consumer Behavior - The demographic of auto show attendees is changing, with more families and young couples attending, reflecting a shift towards practical purchasing decisions [39][40]. - The demand for larger, family-oriented vehicles is increasing, with over one-third of car buyers being families with multiple children [48]. Group 4: Industry Transformation - The automotive industry is moving towards a model where self-research and development capabilities are crucial for survival, especially in the electric vehicle sector [68][78]. - Traditional manufacturers are adapting by either modifying existing fuel vehicle platforms for hybrid models or collaborating with local partners for technology and platform procurement [71][75]. - The competition is intensifying, with a focus on both the breadth and depth of research and development efforts, indicating that the industry is entering a new phase of fierce competition [79][80].