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图12、美国DIY/DIFM渠道份额变化
图12、美国DIY/DIFM渠道份额变化
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所属报告:
途虎~W-港股公司研究报告-汽车后市场大有可为IAM渠道龙头空间广阔-240108(31页).pdf
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成熟的汽车文化+高昂的服务费用导致 DIY 渠道份额显著。美国后市场主要有 DIY 和 DIFM 两种模式。DIY 车主基于便利性及性价比选择从汽配零售店采购配件自己进行维修或养护,车主通常为驾龄或驾驶里程长的中年蓝领。DIFM 车主主要依靠专业人员帮助他们的汽车进行维修保养和安装工作,通常为 50 岁以上白领且行驶里程较短。根据 Lang Marketing 数据,2015 年 DIFM/DIY 分别占据美国 80%/20%的份额,2021 年则分别占比 77%/23%的市场份额。美国汽配连锁巨头 GPC/AAP/O’Reilly 在 2022 年报中披露 DIY 收入占比分别为 20%/41%/56%。
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途虎~W-港股公司研究报告-汽车后市场大有可为IAM渠道龙头空间广阔-240108(31页).pdf
表9、途虎工场店数量预测
表8、公司毛利率持续提升
表7、新能源汽车与燃油汽车的保养及维修服务比较
表6、中国按汽车服务市场收入排名
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