2026车圈两大“斩杀线”降临，新势力一个也逃不掉，比亚迪除外

Ofweek光电信息网01-09

樵夫作品人车江湖一起见证中国汽车产业崛起新年伊始，车圈两大斩杀线日渐明显。这两条从天而降的斩杀线，任何车企都无法逃脱。唯有练就了一身铁甲神功车企，才能递减斩杀线威力。对于新势力而言，2026年尤为恶劣。第一条斩杀线通胀的大宗物资不少大宗物资在持续上涨，对于汽车而言，内存（尤其是存储芯片）价格大幅上涨，已成为2026年汽车行业面临的主要成本压力之一。有传言一盒内存条抵一套上海的房子。可见内存条...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109135208a705e29c&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>樵夫 作品人 车 江湖一起见证中国汽车产业崛起新年伊始，车圈两大斩杀线日渐明显。这两条从天而降的斩杀线，任何车企都无法逃脱。唯有练就了一身铁甲神功车企，才能递减斩杀线威力。对于新势力而言，2026年尤为恶劣。第一条斩杀线通胀的大宗物资不少大宗物资在持续上涨，对于汽车而言，内存（尤其是存储芯片）价格大幅上涨，已成为2026年汽车行业面临的主要成本压力之一。有传言一盒内存条抵一套上海的房子。可见内存条...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109135208a705e29c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0327786744.USD","symbol_name":"Janus Henderson Horizon China Opportunities A2 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江湖一起见证中国汽车产业崛起新年伊始，车圈两大斩杀线日渐明显。这两条从天而降的斩杀线，任何车企都无法逃脱。唯有练就了一身铁甲神功车企，才能递减斩杀线威力。对于新势力而言，2026年尤为恶劣。第一条斩杀线通胀的大宗物资不少大宗物资在持续上涨，对于汽车而言，内存（尤其是存储芯片）价格大幅上涨，已成为2026年汽车行业面临的主要成本压力之一。有传言一盒内存条抵一套上海的房子。可见内存条价格之浮夸。内存条的整体上涨，可能是今年车圈的第一条斩杀线。内存产品价格上涨，有两个消化方向。第一：车企自己消化。第二：传导至消费端，由消费者买单。正常情况下，原材料上涨，厂家为了活下去，会选择提高终端零售价格，也就是将成本转移给消费者。不正常情况下才会是企业自己消费。当前中国汽车市场，竞争激烈，卷价格已经停不下来了。此种情况下，只要有一家车企不提价，就不会有车企胆敢提价。竞品环伺，谁提价，谁就出局，因为消费者会用脚投票。对于新势力而言，这条斩杀线威力尤为厉害。新势力大多处于亏损状态，一边面临原材料涨价，一边还要应对友商降价。那些亏损或者在亏损边缘的造车新势力，比如蔚来，小鹏，小米等能否化解这条斩杀线，拭目以待。第二条斩杀线市场增量不足2026年汽车增长将迎来转折点，这是笔者的基本判断。依据有二：第一：刚需中低端市场被收割所剩无几。2025年，只有寥寥数家车企完成年度目标。目标没完成，不是因为车企好高骛远，目标定得太高，而是市场购买力已经被收割殆尽。从车企产品大法也能感知一二。前三年，主要是刚需代步的电车冲击市场为主；及至2025年，车企已经将重心放在大中型SUV和MPV产品布局之上。待收购完这波购买力，车企在国内就很难再发掘增量了。电车的使用周期比油车短，但即使再短，2026年及往后两三年，也很难再现大规模置换浪潮。一边是老韭菜已经割完，一边是新韭菜尚未长出，2026年市场增量，很大可能迎来转折点。在增量不足情况下，除了出口海外，剩下的就是存量搏杀了。谁能在市场出现转折的斩杀线下存活呢？03比亚迪的全链路布局含金量之大在供应链动荡的情况下，比亚迪全产业链布局也就是其垂直整合能力显得弥足珍贵。以储存芯片为例，其2022年以15.9亿元收购原紫光成都存储器制造基地，完成了制造端的产能布局，旨在扩大半导体产能，有望成功化解储存芯片涨价潮带来的成本压力。控制芯片方面，比亚迪子公司“比亚迪半导体”是全球领先的车规级功率半导体IDM厂商（覆盖设计、制造、封装全产业链），实现了这些关键芯片的大规模自研、自产和装车，是比亚迪供应链自主的“压舱石”。此外，其在三电方面也颇有建树。以上是其高端垂直整合的一部分。在整个供应链都自主可控的情况下，2026年车圈的斩杀线，对比亚迪而已，可能转化为友好线。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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