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惠譽:今年中國乘用車市場增速有望回到4%至6%區間
惠譽評級中國企業研究董事楊菁預期,今年中國乘用車市場增速有望回到4%至6%區間,料汽車產業鏈持續復甦,大部分車企有望自6月開始加速生產。估計政策尤其利好中低端燃油車。 楊菁認為,今年中國電動車市場有望保持近50%穩健增長,上半年交付量受在手訂單支持,至於下半年受政策與加價影響,需求可能出現分化。另料插電混動、高端電動車、智能電動車表現更好。 此外,楊菁指汽車供應鏈挑戰「常態化」,「缺芯」將持續困擾車企,估計第三季鋰電池成本或繼續攀升,車企將重點調整供應鏈策略,追求供應鏈穩定及多元化。
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