Valtech：汽车的未来白皮书（英文版）（13页）.pdf

1、THE FUTURE OF AUTOMOTIVEHow One Year in the Covid-19 Pandemic is Impacting MobilityConsumer Trends01COVID-19 Impacts/Automotive3The digital customer leapfrog continues 50%of consumers expected to continue using novel purchasing methods adopted during the pandemicaccording to a Q1 2021 consumer study

2、 by McKinsey.Consumer Optimism and SpendingRecent surveys showed that consumers globally are feeling significantly more optimistic about their finances and general situation with the biggest improvements coming from Europe and Latin America.Consumers are gearing up for the new normal,increasingly sp

3、ending more on activities outside of the home.Yet,concerns and worries from the recession continue to linger as do worries about personal health and wellbeing.1The International Monetary Fund(IMF),in their last report from April 2021,increased their global growth projections to 6%for 2021up from 5.5

4、%in Januaryindicating a stronger recovery,but it warns of daunting challenges given the regional differences in vaccination programs and still emerging new variants.2 Real GDP is estimated to grow by:6.4%in the United States5%in Canada 4.4%in Europe 5.3%in the UK 4.4%Eastern Europe 3.3%in Japan 8.4%

5、in China Another impact of the prolonged pandemic is an increase in the inequality between customer segments which will influence the speed of their financial recovery and ability to participate in consumption.There are variances by markets and regions with the U.S.expected to have COVID-19 Impacts/

6、Automotiveoverall faster,but more polarized,recovery compared to Europe.However,in all markets,lower income and younger segments are expected to recover the slowest.This in turn provides opportunities for brands to adjust their product mix accordingly and to launch new offerings that meet their cust