惠誉:晶片短缺未影响中国首季汽车零售重回疫情前水平
惠誉评级表示,虽然中国汽车行业仍面对晶片短缺问题,但消费者需求强劲及经销商库存缓冲,提振今年首季汽车零售销量,期内乘用车销量已回升至2019年同期水平,而批发销量则按年大涨75%,与2019年同期相比仅低3.5%。
惠誉指,首季电动汽车表现继续向好,交付量较2019年同期政策驱动的高基数进一步飙升94%,受微型电动车销量爆炸式增长和高端智能电动车需求强劲所带动,电动车在乘用车销量中的份额於2021年一季度升至新高,达9.7%。
惠誉预计,今年下半年供需状况改善之前,晶片供求紧张的情况可能会进一步恶化,令更多合资及自主品牌车企於第二季承受更多压力。
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