滚车轮的人
01-30 16:38
逗我呢,原料涨价又不是一天两天了,这两天跌价了反而拿这说事,搞笑吗
汽车股走低 比亚迪股份(01211)跌3.73% 汇丰研究指原材料价格急升或在短期为车厂带来成本压力
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":527324595114296,"tweetId":"527324595114296","gmtCreate":1769762334876,"gmtModify":1769762337532,"author":{"id":3544763760420498,"idStr":"3544763760420498","authorId":3544763760420498,"authorIdStr":"3544763760420498","name":"滚车轮的人","avatar":"https://static.tigerbbs.com/f19d2958b922ea55948c55702b7512e5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.07","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>逗我呢,原料涨价又不是一天两天了,这两天跌价了反而拿这说事,搞笑吗</p></body></html>","htmlText":"<html><head></head><body><p>逗我呢,原料涨价又不是一天两天了,这两天跌价了反而拿这说事,搞笑吗</p></body></html>","text":"逗我呢,原料涨价又不是一天两天了,这两天跌价了反而拿这说事,搞笑吗","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/527324595114296","repostId":2607098274,"repostType":2,"repost":{"id":"2607098274","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1769751870,"share":"https://www.laohu8.com/m/news/2607098274?lang=zh_CN&edition=full","pubTime":"2026-01-30 13:44","market":"sh","language":"zh","title":"汽车股走低 比亚迪股份(01211)跌3.73% 汇丰研究指原材料价格急升或在短期为车厂带来成本压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2607098274","media":"金吾财讯","summary":"汇丰环球研究发表研报指,近期金属及记忆体等上游原材料价格急升,预料将在短期内为中国汽车厂商带来显著成本压力,由于电动车的原材料使用密度更高,生产商面临阻力将更大,其中锂价在过去三个月飙升约127%,估计金属材料的价格上涨可能导致每辆车成本增加3,000至5,000元人民币,而记忆体涨价或带来额外1,000至3,000元人民币的成本,直接对电动车的成本结构造成打击。","content":"<html><body><p>金吾财讯 | 汽车股走低,<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)跌3.73%,<a href=\"https://laohu8.com/S/601238\">广汽集团</a>(02238)跌3.17%,<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>(00175)跌3.04%,<a href=\"https://laohu8.com/S/601633\">长城汽车</a>(02333)跌2.36%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(02015)跌2.29%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(09868)跌1.71%,<a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)跌1.58%。<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>环球研究发表研报指,近期金属及记忆体等上游原材料价格急升,预料将在短期内为中国汽车厂商带来显著成本压力,由于电动车的原材料使用密度更高,生产商面临阻力将更大,其中锂价在过去三个月飙升约127%,估计金属材料的价格上涨可能导致每辆车成本增加3,000至5,000元人民币,而记忆体涨价或带来额外1,000至3,000元人民币的成本,直接对电动车的成本结构造成打击。该行指,今轮价格上涨主要源于供应瓶颈,相信在消费降级趋势及第一季传统淡季下,车企较难将成本转嫁给对价格敏感度较高的消费者,企业将要通过垂直整合及技术升级来吸收额外成本,亦可能要依靠营运手段,包括与供应商谈判更大幅度的年度降价等。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车股走低 比亚迪股份(01211)跌3.73% 汇丰研究指原材料价格急升或在短期为车厂带来成本压力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汽车股走低 比亚迪股份(01211)跌3.73% 汇丰研究指原材料价格急升或在短期为车厂带来成本压力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-01-30 13:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 汽车股走低,<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)跌3.73%,<a href=\"https://laohu8.com/S/601238\">广汽集团</a>(02238)跌3.17%,<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>(00175)跌3.04%,<a href=\"https://laohu8.com/S/601633\">长城汽车</a>(02333)跌2.36%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>(02015)跌2.29%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(09868)跌1.71%,<a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)跌1.58%。<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>环球研究发表研报指,近期金属及记忆体等上游原材料价格急升,预料将在短期内为中国汽车厂商带来显著成本压力,由于电动车的原材料使用密度更高,生产商面临阻力将更大,其中锂价在过去三个月飙升约127%,估计金属材料的价格上涨可能导致每辆车成本增加3,000至5,000元人民币,而记忆体涨价或带来额外1,000至3,000元人民币的成本,直接对电动车的成本结构造成打击。该行指,今轮价格上涨主要源于供应瓶颈,相信在消费降级趋势及第一季传统淡季下,车企较难将成本转嫁给对价格敏感度较高的消费者,企业将要通过垂直整合及技术升级来吸收额外成本,亦可能要依靠营运手段,包括与供应商谈判更大幅度的年度降价等。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","relate_stocks":{"80175":"吉利汽车-R","81211":"比亚迪股份-R","82333":"长城汽车-R","601127":"赛力斯","601238":"广汽集团","601633":"长城汽车","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","00175":"吉利汽车","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","SG9999006514.SGD":"United Asia Consumer Fund SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","BK1522":"燃料电池","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK1521":"挪威政府全球养老基金持仓","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","00005":"汇丰控股","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4588":"碎股","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","BK1509":"特斯拉概念股","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK1610":"ETF&股票定投概念","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK1575":"同股不同权","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK4521":"英国银行股","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","BK1540":"电池","LU0359201612.USD":"贝莱德中国基金A2","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","02333":"长城汽车","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4207":"综合性银行","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU2153592121.USD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc USD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","HSBC":"汇丰","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","BK1582":"深圳本地概念股","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK1594":"碳中和概念股","HYDD.SI":"BYD HK SDR 10to1","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","GWLLY":"长城汽车ADR","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0543330566.HKD":"TEMPLETON BRIC \"A\" (HKD) ACC","GELYY":"吉利汽车ADR","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","002594":"比亚迪","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK1589":"北水核心资产","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU0594300419.USD":"富达中国消费基金A","09927":"赛力斯","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","BK1588":"回港中概股","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BYDDY":"比亚迪ADR","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","BK1587":"次新股","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","02238":"广汽集团","BK1539":"汽车股","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU2449936058.SGD":"SUSTAINABLE ASIA EQUITY \"AA\" (SGD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0823426308.USD":"法巴中国股票基金","BK1119":"汽车制造商","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","01211":"比亚迪股份","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC"},"source_url":"1974283","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607098274","content_text":"金吾财讯 | 汽车股走低,比亚迪股份(01211)跌3.73%,广汽集团(02238)跌3.17%,吉利汽车(00175)跌3.04%,长城汽车(02333)跌2.36%,理想汽车(02015)跌2.29%,小鹏汽车(09868)跌1.71%,赛力斯(09927)跌1.58%。汇丰环球研究发表研报指,近期金属及记忆体等上游原材料价格急升,预料将在短期内为中国汽车厂商带来显著成本压力,由于电动车的原材料使用密度更高,生产商面临阻力将更大,其中锂价在过去三个月飙升约127%,估计金属材料的价格上涨可能导致每辆车成本增加3,000至5,000元人民币,而记忆体涨价或带来额外1,000至3,000元人民币的成本,直接对电动车的成本结构造成打击。该行指,今轮价格上涨主要源于供应瓶颈,相信在消费降级趋势及第一季传统淡季下,车企较难将成本转嫁给对价格敏感度较高的消费者,企业将要通过垂直整合及技术升级来吸收额外成本,亦可能要依靠营运手段,包括与供应商谈判更大幅度的年度降价等。","news_type":1,"symbols_score_info":{"80175":0.6,"81211":0.6,"82333":0.6,"601127":1.85,"601238":1.87,"601633":1.86,"HYDD.SI":0.6,"02333":1.86,"01211":1.96,"00175":1.87,"GELYY":1.87,"EVS.SI":0.6,"HSBC":1.81,"09927":1.85,"02238":1.87,"BYDDY":1.96,"GWLLY":1.86,"00005":1.81,"002594":1.96}},"isVote":1,"tweetType":1,"viewCount":7,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":63,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/527324595114296"}
精彩评论