2023
Apr 28
Video
惠誉聚焦中国 - 中国车市复苏在即，但价格战风险犹存
惠誉评级预计，低基数及需求复苏将推动中国车市销量于2023年二季度反弹，但价格战风险仍未消除。主流合资品牌燃油车库存高企，短期内去库存压力取决于排放新标准实施的时点。另一方面，由于电池原材料价格快速下跌、新能源车市场竞争加剧，汽车价格或持续承压。纵观2023年，中国车市料将呈现N型增长，全年销量较去年微增，但促销加大或拖累车企利润率。新一轮燃油车与新能源车价格博弈之际，新能源汽车渗透率或出现短期波动，但全年有望进一步上升至35%左右。
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