乘聯會:1月新能源乘用車批發銷量按年增2.9倍 芯片問題逐步緩解
中國乘聯會公布數據顯示,1月新能源乘用車批發銷量達到16.8萬輛,按年增長290.6%,按月下降20.5%。1月新能源乘用車市場首五家車企佔比58%,較去年1月提升10個百分點。
乘聯會表示,汽車芯片短缺是世界性的基礎供給問題,疊加消費電子產品的需求高速增長,由此導致汽車芯片需求受到一定影響,很多國際車企也受到芯片的影響而供需壓力加大。
從季節規律看,手機類消費電子產品與家用汽車消費的節奏不同,手機銷售旺季為5月至11月份,2月至4月為手機淡季。隨著歐美聖誕節的結束,芯片生產恢復。但隨著中國春節的到來,歐美大部分學生線上復課,消費電子產品的需求高潮期已經過去,芯片缺口應該大幅緩解。
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