乘联会:1月新能源乘用车批发销量按年增2.9倍 芯片问题逐步缓解
中国乘联会公布数据显示,1月新能源乘用车批发销量达到16.8万辆,按年增长290.6%,按月下降20.5%。1月新能源乘用车市场首五家车企占比58%,较去年1月提升10个百分点。
乘联会表示,汽车芯片短缺是世界性的基础供给问题,叠加消费电子产品的需求高速增长,由此导致汽车芯片需求受到一定影响,很多国际车企也受到芯片的影响而供需压力加大。
从季节规律看,手机类消费电子产品与家用汽车消费的节奏不同,手机销售旺季为5月至11月份,2月至4月为手机淡季。随着欧美圣诞节的结束,芯片生产恢复。但随着中国春节的到来,欧美大部分学生线上复课,消费电子产品的需求高潮期已经过去,芯片缺口应该大幅缓解。
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