摩根大通表示，即使生产中断的风险似乎正在减弱，印度汽车行业仍可能因伊朗战争引发的商品通胀而受到冲击。

　　自伊朗战争开始以来，Nifty 汽车指数下跌 9%，表现逊于基准 Nifty 50 指数 6%的跌幅。

　　摩根大通将其覆盖的汽车行业2027财年盈利预测下调2%-16%。

　　该机构表示，由于冲突影响，印度汽车企业的原材料成本已上涨15%-20%，这将导致全行业价格上调2.5%-5%。

　　摩根大通指出：“大部分冲击将在当前六月季度显现”，并补充称预计2027和2028财年除拖拉机外各细分市场将实现中高个位数销量增长。

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责任编辑：王永生

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