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Zhitong
2022.11.10 02:20

中信建投汽车行业首席分析师程似骐：纯电补贴退坡将卡死一批车企 行业迈入决赛圈

在 11 月 10 日上午召开的 2022 中国汽车论坛上，中信建投证券首席汽车分析师程似骐表示，纯电补贴退坡将卡死一批车企，促使车企被迫高端化，高端纯电车市场明年拥挤度会增加，行业集中度被迫提升。“明年所有车企都面临一个战略上的选择，是要销量还是毛利率？” 程似骐认为，头部企业特斯拉、比亚迪通过规模效应，费用率已经追上传统车企，给后发车企造成困境。综合来看，补贴退坡、资本支出、费用率都将造成新能源车从明年开始集中度将快速提升，行业迈入决赛圈。
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