比亞迪(01211.HK):在10萬至20萬元區間有定價權 新能源車行業進入淘汰賽
據《澎湃新聞》報道,比亞迪股份(01211.HK)(002594.SZ)接受投資者調研時表示,今年首兩個月市場總盤子按年減少,但新能源車按年增加,公司貢獻其中主要增量,市佔率進一步提升。產銷快報顯示,今年首兩個月,比亞迪汽車銷量為34.5萬輛,按年增長90.13%。從後續發展的角度來看,在10萬元人民幣(下同)至20萬元的價格區間有定價權,但公司希望平穩發展。
2022年新能源汽車市場供不應求,但在2023年,產能不足、缺料等情況都大幅改善,對於目前市場發展格局,比亞迪認為新能源汽車市場將進入淘汰賽。在現在的市場環境下,最需要的是「快」,「快魚吃慢魚」比「大魚吃小魚」更恰當,所以汽車企業一定要速度為先,並要有真正核心的技術以及準確的戰略方向,猶豫和模糊是大忌。
英偉達(NVDA.US)早前宣布,其已與比亞迪達成合作,將在下一代王朝系列和海洋系列的多款車型中使用英偉達DRIVEOrin高性能計算平台。針對與英偉達的合作,比亞迪表示,以前與英偉達在遊戲顯卡業務方面合作,目前配合其在服務器和智能駕駛領域的業務是以代工為主,佔整個業務比例不大,但後續業務的價值量比較高,未來會增大該業務佔比。
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