因芯片供給不確定性增大 乘聯會料內地4月生產增量帶來風險
展望內地4月車市表現,中國乘聯會表示,4月有22個工作日,較去年同期持平。一季度車市價格促銷基本穩定,基本沒有受到芯片短缺的影響,也沒有出現個別車型的缺貨漲價現象。雖然汽車用8寸晶圓生產已經開始增量,但因3月日本瑞薩火災等因素導致設備損壞嚴重,一系列偶然事件導致芯片供給不確定性增大,導致4月的生產增量帶來一定風險。經銷商庫存建庫難度較大,不利於4月的產銷增量。
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