《大行》汇丰研究:原料价格急升车企成本显著受力 仍看好比亚迪(01211.HK)长汽(02333.HK)具韧性

阿斯达克财经
Jan 29

汇丰环球研究发表研报指,近期金属及内存等上游原材料价格急升,预料将在短期内为中国汽车厂商带来显著成本压力,由于电动车的原材料使用密度更高,生产商面临阻力将更大,其中锂价在过去三个月飙升约127%,估计金属材料的价格上涨可能导致每辆车成本增加3,000至5,000元人民币,而内存涨价或带来额外1,000至3,000元人民币的成本,直接对电动车的成本结构造成打击。该行指,今轮价格上涨主要源于供应瓶颈,...

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