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《大行報告》大摩:特斯拉(TSLA.US)正推動「西化」中國電動車供應鏈 墨西哥處有利地位
阿思達克 02-16 15:04
特斯拉(TSLA.US)據報要求中國供應商在墨西哥複製供應鏈。摩根士丹利發表報告指,西方車企要接受電動車大規模應用,以及中國在當中有密不可分的關係。 報告指,對中國電動車供應實施嚴格貿易障礙,意味西方電動車應用率較低。減少從中國購買需要成本及時間,移植電池及電動車供應鏈或需數十年,且面對環境及審批障礙。車企或需具更本地化的供應緩衝或橋樑,以應對行業競爭及國家安全目標。 報告分析,墨西哥政府正試圖配合美國政策目標,近期向中國進口貨品開徵25%關稅。若美國改動電動車政策,相信墨西哥會快速地由作為中國供應緩衝變為中國橋樑。基於目前美國電動車稅務寬免的含糊及漏洞,電動車在墨西哥生產有助利用中國設備及行業知識,以可行但令美國人感覺不安地向美國供應低成本在岸生產電動車。 大摩目前給予特斯拉「增持」評級,目標價345美元。
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