2026年过半,国内汽车零部件行业正陷入前所未有的“双重挤压”困境。 从下游终端市场汽车来看,价格战已持续三年有余,从豪华品牌到自主阵营,降价幅度不断刷新认知,车企通过逐年抬升的年度降价向上游转移盈利压力;从上游来看,铜、橡胶、车规芯片等核心原材料同步大幅涨价,成本端压力持续发酵。 价格战的硝烟尚未散去,成本战的烽火已然点燃。零部件企业生存空间被两头压缩,寻找新出路成为了今年的主题。 铜、...
Source Link2026年过半,国内汽车零部件行业正陷入前所未有的“双重挤压”困境。 从下游终端市场汽车来看,价格战已持续三年有余,从豪华品牌到自主阵营,降价幅度不断刷新认知,车企通过逐年抬升的年度降价向上游转移盈利压力;从上游来看,铜、橡胶、车规芯片等核心原材料同步大幅涨价,成本端压力持续发酵。 价格战的硝烟尚未散去,成本战的烽火已然点燃。零部件企业生存空间被两头压缩,寻找新出路成为了今年的主题。 铜、...
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