中国十一长假期间，各地政府陆续加码购车补助政策1。特斯拉赛博无人驾驶电动车（Tesla Cybercab）于9月在上海展出1。在补贴吸引下，上海新能源车门市看车消费者明显增加，但消费者的购买决策变得更加理性1。
销售人员表示，大部分客户是冲着补贴过来的，消费者普遍比价理性1。许多消费者走访多家门市对比报价和补贴条件1，导致订单转化周期延长1。部分热门新车订车需要等待数周，影响了即时成交1。
中汽协分析指出，9月乘用车市场进入传统销售旺季，但今年市场已转变为存量博弈，增量集中在新能源车领域1。
During China's Golden Week holiday in September, multiple local governments rolled out enhanced vehicle purchase subsidies to stimulate consumer spending.1 In Shanghai, showrooms for new energy vehicles saw increased foot traffic from prospective buyers, with Tesla's Cybercab autonomous vehicle also on display during the period.1 However, despite these incentives, consumers demonstrated a more cautious and analytical approach to purchasing decisions, with many visiting multiple dealerships to compare pricing and subsidy terms before committing to a purchase.1
Salespeople at various dealerships noted that most customers were primarily motivated by the available subsidies.1 The extended comparison process has lengthened the conversion cycle from initial interest to actual orders, with certain popular models requiring customers to wait several weeks for delivery.1 According to analysis from the China Association of Automobile Manufacturers, the automotive market has shifted from broad-based growth to competition for existing market share, with new energy vehicle sales concentrated in what is traditionally September's peak sales season.1
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