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惠譽:內地傳統車企或承擔更多上漲成本以擴市場份額
惠譽評級表示,在華傳統車企可能會通過承擔更多供應鏈瓶頸下的成本上漲,來擴大其電動車市場份額,這項策略可由其燃油車利潤以及與電動造車新勢力相比更暢通的融資渠道所支撐。 惠譽認為,電池生產成本至少短期內成本仍將維持高位,此外中國大部分電池採購合同的續簽週期已自一年縮短至一個季度,使電池製造商可以更靈活地向下游電動車生產商轉嫁額外成本。 惠譽預期,車用芯片的結構性短缺將持續至2024年,但自2022年下半年開始,全球消費類電子產品的需求走弱,將為汽車行業釋放一些芯片供應產能。 惠譽指出,儘管原材料成本上升,多家傳統車企在最近幾輪電動車漲價潮中並未大幅加價,反映這些車企具有較強的財務靈活性來承擔額外成本,可能會為傳統車企的電動化戰略提供支撐。
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