朱玉龙-YL
2024.09.19 11:53

从存量替代的角度来看,30 万以上的市场会逐渐萎缩,因为中产对经济的敏感程度在 2024 年下半年会逐渐有反应。

L6 的这个区间(20-30 万)其实是从小车买大车的逻辑,还是买个大的逻辑,所以我们接下来聚焦的还是 20-30 万这个中产能接受的带

现在理论上问界和理想的竞争关系并不强,价格重叠不明显,人群也不是一个群体了

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