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標普料電動車電池價格持續高企至明年
阿思達克 05-18 10:54
標普預計,由於原材料成本飆升,今年電動車電池價格將停跌轉漲,並在2023年保持高位,汽車製造商可能會在電池供應鏈上產生更高支出,但不認爲這對信貸狀況不利,料可提高產量。 報告指出,到2025年減碳計劃可能會促使電動汽車的滲透率提高到全球汽車銷量的15%至20%,電池需求在2022-2025年的複合年增長率將達到30%至40%,這將推動汽車製造商探索更多的合作,拓寬供應商網絡,並可能通過直接進入上遊供應鏈來棄用經銷商,探索不同的電池技術也是未來兩年控制成本的一種方法。 標普指,全球電池企業頭三大電池製造商寧德時代(300750.SZ)、LG化學、鬆下電器,至少在未來2至4年內繼續佔據50%以上的市場份額,在經歷今年第一季盈利能力轉弱後,可能會對盈利能力管理採取更加謹慎的態度,並更加嚴格地對汽車製造商執行成本轉嫁機制。
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