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）（12页）.pdf

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

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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