易车研究院：比亚迪拿什么把合资份额打到10%；家庭车市洞察报告(2024版)（英文版）（29页）.pdf

1、Insights on Family Car Market(2024)Yiche Research InstituteHow Will BYD Drive Down JV Market Share to 10%?AuthorsDirector/Chief AIndustry AIndustry ALijun ZhouYing GaoBenya ShiGraphic DQiang ZhangMarried Car MarketSingles Car MarketSingle0MarriedFamily car market:vehicle segment composed of buyers t

2、hatare marriedFrom the 80s and 90s in the 20 century to the early part of the 21 century,Chinas passenger vehicle market was dominated first by executive cars and then business cars.For the next 20 years or so up until early 2024,the market entered an era in which it was dominated by family cars.Ove

3、r the past 3-4 years or so,models that were representative of family cars such as the Lavida,Sylphy and Haval H6 experienced a significant collapse in both sales and retail pricing.Mainstream brands that used to be popular in the family car market like VW,Toyota,Honda,Nissan and Buick all faced majo

4、r headwinds.These series of anomalies in Chinas family car market are causing major headaches for many carmakers that want to find viable solutions to better address this market segment;The research data presented in YRIs 2024 China PV user insights series is primarily based on YRI online research w

5、ith a sample size of more than 60,000 in 2023,as well as on Yiche Big Data and YRI offline research with a sample size of more than 10,000 in 2023.Family Car Market SchematicthstFrom 2014 to 2023,although the share of family car sales dropped more than 10 percentage points from 89%to 78.44%,the fami

6、ly car market was still the dominant segment of Chinas car market.For any carmaker that has the ambition to be successful in China,there is no getting around in competing in the family car market.Over the past 5-6 years,despite falling end-user sales of family cars from the peak of 21.03 million uni