2022-09-09 07:58:43
每經AI快訊, 今年以來,隨著動(dong)力(li)電(dian)(dian)(dian)池(chi)(chi)原材料價(jia)格的(de)加速(su)上漲,動(dong)力(li)電(dian)(dian)(dian)池(chi)(chi)價(jia)格漲幅(fu)明顯(xian),車(che)企在(zai)利潤端面(mian)臨不小的(de)壓力(li)。面(mian)對這一(yi)局面(mian),廣汽集團、本(ben)田汽車(che)、蔚來等(deng)眾多車(che)企加速(su)謀劃“電(dian)(dian)(dian)池(chi)(chi)獨立”,向(xiang)上游動(dong)力(li)電(dian)(dian)(dian)池(chi)(chi)乃至鋰礦環節(jie)進軍。業內(nei)人士表示,車(che)企向(xiang)上布局電(dian)(dian)(dian)池(chi)(chi)領域,旨在(zai)增強產業鏈話語權,有利于保障電(dian)(dian)(dian)池(chi)(chi)供應及降本(ben)增效。未來,電(dian)(dian)(dian)池(chi)(chi)格局將從集中(zhong)走向(xiang)分化,車(che)企采購(gou)策(ce)略從深度(du)綁定(ding)1到3家龍頭電(dian)(dian)(dian)池(chi)(chi)廠(chang)商策(ce)略轉向(xiang)“自產+多家配(pei)套模式(shi)”。(中(zhong)國(guo)證(zheng)券報)
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