惠譽:第二季度中外合資車企銷量仍受芯片短缺掣肘
惠譽評級表示,隨著全球車企優先向中國以外地區供應芯片,令中外合資品牌大幅削減產量,第二季中國乘用車市場受到半導體供應短缺的衝擊加劇。
惠譽指出,今年6月份乘用車批發交付量按年下跌11.1%,第二季跌1.1%;零售銷量相對受影響較小,6月下跌4.9%,第二季則按年升2.5%。雖然需求旺盛,但惠譽指,產量瓶頸的影響已蔓延至零售層面,令新車零售銷量下滑,由於更多買家等候熱門新車型的時間過長,轉而購買二手車,次季二手車成交量按年上升31.9%。
由於汽車廠商優先生產利潤率更高的車型,豪華品牌受芯片短缺的影響較小,至於斯柯達(SKODA)、雪佛蘭(Chevrolet)、現代及起亞等中低端品牌受衝擊最甚,第二季按年減產幅度達雙位數。中國自主品牌在靈活的芯片採購策略和強勁的電動車銷量增長下產量增加,零售銷量亦增長20%。
惠譽預計,芯片供應自2021年第三季度起將逐步增加,有助產量復甦,此外受渠道補充庫存和電動車強勁需求支撐,預測全年中國乘用車批發交付量仍將保持高單位數增速。
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