惠譽下調內地全年乘用車銷量預測至增長5%
評級機構惠譽發表報告,指內地汽車製造商龍頭在克服晶片短缺和原材料成本上升下,能夠在今年第二季維持或令毛利率上升,但很多中外合資的汽車製造商因為產能利用率低,導致純利潤率收窄至低於5%,甚至錄得負數。該機構認為,全球晶片短缺有可能會持續,又預計中國的乘用車市場在第三季持續疲弱,將內地全年乘用車銷售量預測由高單位數增長下調至增長約5%。
惠譽表示,內地汽車品牌較外國同業具韌性,在今年第二季汽車銷售量按年增長23%,中國品牌市場份額在今年首七個月上升6.6個百分點至43.1%,部分由電動車銷售帶動。
惠譽預計,中外合資品牌的外資合作夥伴會優先將晶片分配給其他地區使用,這類企業將在下半年更容易受晶片供應緊張影響,當中奢侈品牌料較具韌性。
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