汽车配件零售商将受益于日益恶化的汽车可负担性 -- 市场观察

投资观察11-06

截至东部时间1338，新车和二手车价格上涨使消费者更倾向于修理汽车而非购买新车，这为汽车配件零售商带来助力，Oppenheimer在一份报告中指出。分析师Brian Nagel和Andrew Chasanoff表示，随着汽车可负担性不断下降，这一看似不可逆转的趋势将持续下去，促使人们驾驶旧车。“汽车零售商注意到，更多传统新车买家正转向二手车市场，而典型的二手车买家则越来越倾向于寻找更老的车辆，”分析师说。“汽车配件制造商和零售商强调，缺乏车辆可负担性是短期和长期内超常配件需求的关键驱动因素。” （nicholas.miller@wsj.com）

（完）道琼斯新闻稿

2025年11月5日，东部时间13:38（格林威治标准时间18:38）

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