惠譽料內地汽車價格戰持續至下半年
評級機構惠譽表示,中國汽車製造商將在今年下半年繼續大打價格戰,從而阻礙盈利狀況改善。
惠譽表示,進一步價格戰的風險尚未完全消除,其中比亞迪(01211.HK)和大多數新能源汽車製造商將今年增長目標定於60%以上,而一些傳統汽車製造商的新能源汽車分支,如廣汽集團(02238.HK)旗下埃安及吉利汽車(00175.HK)旗下極氪,或堅持85%和95%的增長目標。
惠譽認為,這些目標很進取,亦意味今年市場競爭激烈,這與大多數汽車製造商對中國新能源汽車市場30%至40%的溫和增長預測相悖。
惠譽指,傳統汽車製造商的新能源汽車部門可能以價換量,惟虧損的獨立新能源車生產商料難以進一步降價。
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