智通财经APP获悉，汽车股集体回落，截至发稿，理想汽车-W(02015)跌4.7%，报67.95港元；小鹏汽车-W(09868)跌3.9%，报75.15港元；长城汽车(02333)跌1.96%，报12.98港元。
消息面上，今年以来，蔚来、理想、小米等多家车企CEO已多次预警芯片涨价带来的成本挑战。3月5日，奇瑞汽车旗下高端品牌星途宣布，星途ET5上调官方指导价，其中高配版本的210激光雷达智尊版车型上调5000元。近日有消息称，即将于二季度上市的焕新极氪007GT将迎来价格调整，网传涨幅区间为5000元至8000元。
汇丰此前发布研报表示，近期金属及存储芯片等上游原材料价格急升，这将在短期内给汽车厂商带来显著成本压力，存储芯片涨价或带来1000至3000元的成本上涨，直接对电动车的成本结构造成打击。除芯片外，锂矿等动力电池原材料价格波动也进一步放大了成本压力。
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