标普全球：2026汽车行业展望：重大转型-重塑全球汽车产业发展路线图（英文版）-三个皮匠报告

1、Automotive Industry OutlookThe Great Pivot:Rethinking the Roadmap for Global AutosMike WallExecutive Director,Automotive Analysis+1 248 728 8400 Direct+1 616 446 6885 MobileMike.W S&P Global MobilityApril 20262For customers across the automotive landscapefrom manufacturers and suppliers to dealershi

2、ps and service shopswe share a complete perspective of the mobility industry.S&P Global Mobility covers the entire vehicle lifecycleUnderstand the historical market trends to enable you to forecast the future and evaluate your investment opportunitiesVehicle DemandVehicle ProductionTechnologySustain

3、able mobilityAnalyse actual market developments as they happen and market to the right audience so you can remain competitiveMarketing ActivationSales OptimizationIndustry PerformanceDeliver critical information to support aftermarket services and vehicle recalls where necessaryParts Demand&FitmentO

4、wner NotificationVehicle IdentificationForecasting&PlanningSales Performance&MarketingVehicle in UseS&P Global Mobility3How the Middle East Conflict&Strait of Hormuz Transit Impacts Vehicle Markets Economico Regional and global impacts of increased oil,LNG and specialty fuel costs due to short suppl

5、yo Secondary impacts of rising fuel,logistics,dwell time,insurance/risk premiums etc.are born/passed along to suppliers and eventually,end consumers.o Central banks suspend/slow interest rate reductions to guard against fueling already rising inflation driven by fuel and other input costs.o Declinin

6、g equity markets impacts the wealth effect and reduces consumer confidence/economic activity Vehicle Demando Vehicle demand is impacted dependent upon regional fuel price increases and secondary inflation hikes.Consumers potentially delay/suspend purchases or opt for alternatives.o Potential for som

标普全球：2026汽车行业展望：重大转型-重塑全球汽车产业发展路线图（中译版）（12页）.pdf

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