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2020年AZ、OR、AAP的DIY和DIFM模式占比
2020年AZ、OR、AAP的DIY和DIFM模式占比
行业数据
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轮胎行业深度报告系列二:对比驰加及美国汽车后市场中国轮胎企业有望享受万亿市场红利-210709(56页).pdf
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DIY 模式的盛行,主要由于美国高昂的人工成本使得消费者对汽车后市场望而却步,尤其是在 20 世纪 70 年代石油危机的背景下,汽车零部件的价格也迅速攀升,消费者更加倾向于 DIY。而后期,随着汽车工业的发展,内部构造逐渐复杂,且人均 GDP 和消费水平的快速提升,DIFM 模式兴起,DIY 模式市场份额迅速被蚕食。因此从目前两种模式的占比来看,DIFM 为主要模式,但美国消费者由于动手能力较强且人工成本高,DIY 也成为消费者进行汽车维修保养的主要方法之一,2019 年规模占比约 20%,因此也带来汽车零配件的高需求。从 AutoZone、OReilly、AAP 三家龙头企业来看,AutoZone 以 DIY模式为主,收入占比约 80%,OR 和 AAP 的模式较为均衡,DIY 模式分别占比 58%和43%。
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轮胎行业深度报告系列二:对比驰加及美国汽车后市场中国轮胎企业有望享受万亿市场红利-210709(56页).pdf
汽车后市场相关法律
2020年AZ、OR、AAP的DIY和DIFM模式占比
米其林分地区产能情况(橡胶量)
玲珑轮胎招远旗舰店
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