中信建投汽車行業首席分析師程似騏：純電補貼退坡將卡死一批車企 行業邁入決賽圈

智通財經
2022.11.10 02:20
在 11 月 10 日上午召開的 2022 中國汽車論壇上，中信建投證券首席汽車分析師程似騏表示，純電補貼退坡將卡死一批車企，促使車企被迫高端化，高端純電車市場明年擁擠度會增加，行業集中度被迫提升。“明年所有車企都面臨一個戰略上的選擇，是要銷量還是毛利率？” 程似騏認為，頭部企業特斯拉、比亞迪通過規模效應，費用率已經追上傳統車企，給後發車企造成困境。綜合來看，補貼退坡、資本支出、費用率都將造成新能源車從明年開始集中度將快速提升，行業邁入決賽圈。
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