逗我呢，原料涨价又不_老虎社区_美港股上老虎 - 老虎社区

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滚车轮的人
01-30

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

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。

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

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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 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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","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) 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