麦肯锡：赢得竞争 — 中国汽车市场正在改变方向(英文版)（208页）.pdf

1、October 2019 McKinsey China Auto CEO Quarterly Winning the race: Chinas auto market shifts gears December 2019 McKinsey China Auto CEO Quarterly Chief editors: Paul Gao, Arthur Wang, Mingyu Guan, Editorial board: Pei Shen, Micheala Fang, Tianwen Yu, Levix Liang, Tony Zhou Authors: Bill Peng, Ting Wu

2、, Frank Chu, Daniel Zipser, Christopher Thomas, Tony Zhou, Forest Hou, Yezhou Shi, Sonny Chen, Ondrej Burkacky, Georg Doll, Johannes Deichmann, Christian Knochenhauer, Dominik Lelievre, Pei Shen, Lihong Pan, Rong Jing Managing editors: Glenn Leibowitz, Lin Lin Project management: Yezhou Shi, Zilong

3、Cheung, Chang Zhao, Karim Khemiri, Jiahao Chen Copyright 2019 McKinsey Arthur Wang is a partner in McKinseys Hong Kong office; Mingyu Guan is a partner in McKinseys Shenzhen office; Bill Peng is a partner in McKinseys Hong Kong office; Ting Wu is a partner in McKinseys Shenzhen office; Frank Chu is

4、a partner in McKinseys Taipei office. Copyright 2019 McKinsey Arthur Wang is a partner in McKinseys Hong Kong office; Mingyu Guan is a partner in McKinseys Shenzhen office. The authors would like to thank Frank Chu, Ting Wu, and Bill Peng for their contribution to this article. Copyright 2019 McKins

5、ey China Statistical Yearbook; McKinsey 1 IHS projected data (June 2019) 2 Based on newborn data in the corresponding years; mortality factor is not accounted for The age-appropriate first-time vehicle buyer group is decreasing, a new challenge facing the Chinese automotive market. 22 McKinsey China

6、 Auto CEO Quarterly, Fall 2019 creating an unprecedented challenge for Chinas automotive market. In China, buying a vehicle is deemed a necessity for newlyweds. Since 2014, the number of couples tying the knot has declined from close to 12 million couples in 2013 to less than 9 million in 2017. Over