惠譽:晶片短缺未影響中國首季汽車零售重回疫情前水平
惠譽評級表示,雖然中國汽車行業仍面對晶片短缺問題,但消費者需求強勁及經銷商庫存緩衝,提振今年首季汽車零售銷量,期內乘用車銷量已回升至2019年同期水平,而批發銷量則按年大漲75%,與2019年同期相比僅低3.5%。
惠譽指,首季電動汽車表現繼續向好,交付量較2019年同期政策驅動的高基數進一步飆升94%,受微型電動車銷量爆炸式增長和高端智能電動車需求強勁所帶動,電動車在乘用車銷量中的份額於2021年一季度升至新高,達9.7%。
惠譽預計,今年下半年供需狀況改善之前,晶片供求緊張的情況可能會進一步惡化,令更多合資及自主品牌車企於第二季承受更多壓力。
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