伯恩斯坦_长期展望:汽车制造商如何在移动革命中加速下游价值创造?
Japan Autos & Auto Parts Long View: How can automakers accelerate downstream value creation amid the mobility revolution?
Japan Autos & Auto Parts Long View: How can automakers accelerate downstream value creation amid the mobility revolution?
Japan Autos & Auto Parts Long View: How can automakers accelerate downstream value creation amid the mobility revolution?
Japan Autos & Auto Parts Long View: How can automakers accelerate downstream value creation amid the mobility revolution?核心数据:contribution from new-car sales at major Japanese automakers has declined from 73% to;56%, while profits from sales finance, maintenance and spare parts have risen from 27% to;44%, indicating that a shift toward downstream business is already underway. Intensified。
覆盖 2025 年,全文约 25。
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适合战略规划、行业研究员等读者参考。
重点分析了ADAS等议题。