《大行報告》富瑞:內地新能源車9月銷售或遜預期 特斯拉保險補貼或引大型品牌降價
富瑞發表研究報告,指8月中國新能源汽車批發量按年增長107%,按月增長12%,創下66.6萬輛的歷史新高,遠超該行預期。9月首半個月的新能源汽車品牌的新訂單量按月下降約10%至20%,主要是由於更嚴格的封鎖措施影響到消費者情緒、及部分客戶採取觀望態度。
該行預期,9月新能源汽車批發量將按月增長5%至約70萬輛,遜於過去五年的按月增長中位數;9月銷售或遜預期。另外,特斯拉(TSLA.US)的保險補貼或會令大型新能源汽車品牌出現一輪降價。
該行提到,中國現貨鋰價格目前超過每噸50萬元,按月上漲4%;鋰輝石超過每噸5,300美元,按月上漲12.5%。隨著進入電動汽車旺季和陰極(cathode)產能加速擴張,近期供需前景依然緊張,而青海的鹽水營運預計將隨著天氣變冷而減少,預計優質產品的供求將保持緊張,其他電池材料亦正極跟隨鋰價上漲。
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