惠譽:芯片短缺無阻中國電動車第三季銷量增長
評級機構惠譽表示,第三季中國電動車交付量增長近兩倍,在中國乘用車總銷量佔由第二季度的13.2%,進一步提升至第三季的18.6%,緩解芯片短缺導致的燃油車產量和銷量暴跌所帶來的影響。
惠譽又指,馬來西亞的疫情進一步加劇全球芯片供應鏈緊張情況,令第三季度在華車企產量和銷量分別按年下降12.0%和11.9%,隨着行業整體產能利用率大幅下降至70.5%,觸及2020年首季疫情爆發以來的最低點,傳統燃油車批發交付量按年大跌逾25%。
惠譽指,芯片長期短缺令大部分中外合資龍頭車企生產受阻,但同時特斯拉中國及比亞迪電動車的強勁銷售勢頭提振了磷酸鐵鋰電池的需求,磷酸鐵鋰電池更成爲市場份額最大的汽車電池品類,佔比達57%。
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