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惠譽料今年中國新能源汽車增長將超過30%
阿思達克 05-18 16:02
惠譽評級亞太區企業研究董事楊菁表示,今年首季中國汽車市場從低迷中復甦,第二季銷量回暖,但消費者觀望情緒仍然存在,指出市場價格戰效果甚微,而穩定價格預期將成為關鍵。 該行預期,新能源汽車仍為市場主要增長驅動力,全年增速料將超過30%,現階段智能車趨於同質化競爭,高階自動輔助駕駛為下一階段突圍重點,中國新能源汽車產業鏈具有競爭優勢,但出海仍面臨多重阻礙,中上游產業鏈海外建廠步伐將領先於新能源汽車製造。 在「油電同價」提前實現政策,惠譽預期主流合資燃油車面臨空前壓力,短期內插電混動及增程混動為新能源車滲透率上升主要推動力,而新一輪汽車下鄉政策及電池新材料,或將推動小微車型銷售重拾增長。 楊菁指出,今年7月1日起全國範圍將全面實施國六排放標準6B階段,若國六B新標執行延後,預計次季行業去庫存壓力將有所緩解,又預期燃油汽車下行趨勢未會改變,今年市場或呈「N形」增長,全年銷量輕微增長。
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