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惠譽:明年起中國新能源汽車出口或結構性轉向新興市場
阿思達克 11-03 11:44
評級機構惠譽表示,為應對國內新能源汽車市場日趨激烈的競爭,中資車企正通過增加高利潤細分市場的產品供給、加速自動駕駛技術應用以及拓展海外市場來尋求新的增長點。 中國新能源汽車市場仍呈白熱化競爭態勢。第三季激進定價和促銷加碼推動包括新勢力品牌在內的中資品牌的新車銷量佔比首次突破50%,達到53%。過去數月,領先的合資車企也一直試圖通過降價來提振其新能源汽車銷量,而一些實力較弱合資車企的外方股東則決定處置固定資產或撤資。 惠譽指,近期歐盟針對中資車企及全球整車企業中國合資廠的電動汽車出口開展了反補貼調查,潛在的關稅上漲或會阻礙全球整車廠出口中國製造平價電動汽車的策略。第三季中國新能源汽車出口量繼續穩步走高,按年增長57%,其中歐盟市場作為出口目的地貢獻了約三分之一。不過,考慮到歐洲監管阻力加大,自2024年起中國新能源汽車出口或結構性轉向新興市場。
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