港股異動 | 汽車股普跌 大摩稱鋰價飆升或將打擊對新能源車需求
格隆匯3月25日丨汽車股普跌,長城汽車跌逾7%,比亞迪股份跌逾6%,蔚來-SW、廣汽集團、理想汽車-W、雅迪控股跌逾4.5%,小鵬汽車、吉利汽車跌超3%。
最近,多家企業上調新能源汽車銷售價格,以應對原材料價格上漲。大摩3月24日發佈報吿,中國的碳酸鋰價格在過去一年中已經躍升了五倍,電動汽車電池製造商將需要提高近25%的價格;成本的轉嫁可能推動電動車製造商提價高達15%,並可能打擊需求。 東北證券認為,鋰期貨價格下跌僅反映個別貿易商的避險行為,鋰現貨價格仍堅挺,預計未來鋰價漲幅放緩,但將延續高位。

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