中國乘用車聯會:鎳價急彈對新能車下游影響不嚴重
中國乘用車市場信息聯席會公布數據顯示,2月狹義乘用車市場零售銷量達到124.6萬輛,按年增長4.2%,按月下降40%。首兩月狹義乘用車零售累計達到332.4萬輛,按年下降1.8%。新能源乘用車銷售方面,2月新能源乘用車零售銷量27.2萬輛,按年增長180.5%,按月下降22.6%。首兩月新能源車零售62.4萬輛,按年增長153.1%。
乘聯會最新預測判斷,2022年國內零售銷量增5%,總體廠商批發銷量增10%,上半年新能源車滲透率將快速上升。
對於鎳價突然暴漲,中國乘聯會秘書長崔東樹回應表示,這對內地新能源汽車產業鏈下游環節影響並非不是很嚴重,相信鎳短期價格上升屬於炒作,年底可能會回落,因為俄羅斯鎳礦規模並非特別大,在印尼等地規模才是最大。
對於俄烏衝突導致原材料價格上升影響,崔東樹認為總體來看對車市銷量影響應該不大,但芯片供應商主要在東南亞地區,這或會給車企帶來較大的盈利壓力。
倫敦鎳價上日上漲超過一倍,首次突破每噸10萬美元的水平。東歐的緊張局勢沒有降溫跡象,對俄羅斯的制裁不斷加強,加劇供應中斷的擔憂。(ta/w) ~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.