拉丁美洲汽车产业展望（2024）

Latin America Automotive Industry Outlook 2024

出版日期: 2024年04月04日 | 出版商:

Frost & Sullivan | 英文 74 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

联网汽车和电动、新的经营模式和日益激烈的竞争创造了成长机会。

儘管新冠肺炎 (COVID-19) 对当地经济、国际衝突、通货膨胀、外汇和信贷供应造成严重影响，但拉丁美洲的汽车产业仍持续呈上升趋势。

2023年拉丁美洲汽车销量将达到480万辆，预计2024年将成长8.2%。然而，该地区并未达到疫情前的水平，2023 年的销售额比 2019 年下降了 10.7%。墨西哥的成长速度是该地区最高的，与 2023 年相比成长了 24.4%，从 110 万辆增加到 140 万辆。另一方面，哥伦比亚和智利分别出现29.9%和26.5%的负成长。

该分析强调了几个趋势，包括中国目的地设备製造商在该地区的渗透率不断提高、混合动力汽车和电动汽车的本地生产、动力传动系统多样化、联网汽车的扩张以及新的移动模式。

Frost & Sullivan 预测该产业到 2024 年将成长 4.8%。 Frost & Sullivan 预测，哥伦比亚可能会引领该地区的成长，成长率为 21.5%，达到 187,500 套。拉丁美洲最大的市场巴西预计销售量将达240万台，成长8%。相比之下，阿根廷和厄瓜多尔的轻型车销量预计将下降。

2024 年十大趋势
十大经济成长机会
全球GDP成长率：主要市场失去成长动力，全球成长从2023年的3%放缓至2024年的2.6%
通膨与利率：整体通膨持续下降，已开发市场将于 2024 年下半年转向降息
外汇走势：2024年上半年美元将维持高位，新兴市场货币2024年第三季起将上涨。
石油业：第一季OPEC+石油产量将减少，非OPEC石油产量将增加
劳动市场：失业率温和上升；市场情绪积极预期支撑劳动保障
关键矿产资源：经济韧性的需求加强跨国和跨产业合作
北美：由于可自由支配支出下降和利率上升，经济放缓
西欧：通膨逆风逐渐缓解，预计将优先考虑温和成长復苏；
中东：经济市场多元化将抑制全球石油市场放缓带来的反动下滑，带动非石油成长
亚洲：新兴市场推动成长动力；财政措施支持中国经济復苏
2024 年按国家列出
全球 GDP 成长简介
拉丁美洲：外部不利因素导致出口和投资放缓，阿根廷2024年成长放缓至1.4%
成长机会：在关注脱碳的同时，财政支持有利于基础建设、交通、绿色能源和矿业出口仍然强劲
2024 年国家列表

调查范围和细分

调查范围
分割

趋势

推动拉丁美洲汽车产业的主要趋势
趋势一：动力传动系统多角化
趋势二：中国OEM
趋势3：混合动力汽车和电动车的在地化生产
趋势四：CC的扩张
趋势五：新出行经营模式的出现
服务/技术蓝图
CASE 需求矩阵：依国家划分

销售和定价：按国家/地区

汽车销售：依国家分类
价格比较分析
按细分市场预测

行业分析：按国家划分

阿根廷
巴西
智利
哥伦比亚
厄瓜多
墨西哥
秘鲁
乌拉圭

结论

结论与展望

下一步

成长机会1：汽车订阅经营模式
成长机会2：联网汽车服务
成长机会3：电动车的扩张

下一步

下一步
为什么是霜冻，为什么是现在？
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免责声明

简介目录

Product Code: KA2B-44

Connected and Electrified Vehicles, New Business Models, and Increasing Competition Enable Growth Opportunities

The Latin American automotive industry maintains its rising trend despite the severe effects of COVID-19 on local economies, international conflicts, inflation, exchange rates, and difficulties arising from credit accessibility.

With 4.8 million units sold in 2023, the Latin American automotive industry will likely grow 8.2% in 2024. However, the region has not reached pre-pandemic numbers, with 2023 sales numbers 10.7% lower than 2019. Mexico showed the most growth in the region, surpassing 2023 numbers by 24.4% and going from 1.1 million units to 1.4 million. Meanwhile, Colombia and Chile showed negative growth, with 29.9% and 26.5%, respectively.

This analysis covers multiple trends, including the rising penetration of Chinese original equipment manufacturers in the region, local production of hybrid and electric vehicles, powertrain diversification, expansion of connected vehicles, and new mobility models.

Frost & Sullivan expects the industry to grow 4.8% in 2024. Our estimations show that Colombia will likely lead growth in the region at 21.5%, translating into 187,500 units. Brazil, the largest market in Latin America, will likely sell 2.4 million units, recording 8% growth. In contrast, Argentina and Ecuador will experience a decrease in their total amount of light vehicle sales.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Latin American Automotive Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

Key Findings: A Recap of 2023
The 2023 Passenger Vehicle Industry: Forecast vs. Actual
Key Findings: Top 5 Predictions for 2024
Notable Regulations and Mandates: A Snapshot
Automotive Industry by Country

2024 Global Economic Outlook

Top 10 Trends for 2024
Top 10 Economic Growth Opportunities
Global GDP Growth: Mild Global Growth Slowdown from 3% in 2023 to 2.6% in 2024 as Major Markets Lose Growth Momentum
Inflation and Interest Rates: Headline Inflation to Continue Declining; H2 2024 Shift Toward Rate Cuts for Advanced Markets
Currency Trajectory: Dollar to Remain Strong in H1 2024; Emerging Market Currencies to Receive Boost from Q3 2024 Onwards
Oil Industry: Q1 OPEC+ Oil Production Cuts; Non-OPEC Production to Increase
Labor Market: Moderate Unemployment Uptick; Positive Expectations Regarding Market Sentiment to Support Labor Hoarding
Critical Mineral Supplies: Need for Economic Resiliency will Bolster Cross-border and Cross-industry Partnerships
North America: Economic Slowdown amid Discretionary Spending Pullback and Elevated Interest Rates
Western Europe: Moderate Growth Pick-up as Inflation Headwinds Gradually Ease; Rebuilding Fiscal Buffers to Take Precedence
The Middle East: Economic Diversification to Limit the Pullback from a Slowdown in Global Oil Markets to Drive Non-oil Growth
Asia: Emerging Markets to Drive Growth Momentum; Fiscal Measures to Support Chinese Economic Recovery
List of Countries and Territories, 2024
Global GDP Growth Snapshot
LATAM: External Headwinds to Cause Exports and Investment Pullback; Argentina's Growth Will Slow to 1.4% in 2024
Growth Opportunity: Fiscal Support to Benefit Infrastructure, Transportation; Green Energy and Mining Exports to Remain Robust amid Decarbonization Focus
List of Countries and Territories, 2024