《大行》大摩：比亞迪(01211.HK)進軍日本電動微型車市場或加劇競爭拖累微型車零件利潤率下降

阿斯達克財經

昨天

《日經新聞》週一(21日)報道，比亞迪(01211.HK) 正計劃爲日本市場開發一款電動微型車。據報道，公司已經完成該車的設計，預計將於2026年下半年推出，售價料約爲250萬日圓(約17,700美元)。
摩根士丹利發表研報指，若上述報道屬實，認爲短期內對日本汽車零件產業影響爲中性。中期來看，微型車市場競爭加劇，可能導致微型車零件利潤率下降，因其價格已偏低。同時，該行亦認爲這可能爲熟悉日本獨特微型車安全標準的零件製造商帶來商機。

大摩提及，比亞迪去年在日本市場僅售出2,223輛汽車。(js/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-22 16:25。)

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href=\"https://laohu8.com/S/002594\">比亞迪</a>(01211.HK)<span> </span>正計劃爲日本市場開發一款電動微型車。據報道，公司已經完成該車的設計，預計將於2026年下半年推出，售價料約爲250萬日圓(約17,700美元)。<br/><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>發表研報指，若上述報道屬實，認爲短期內對日本汽車零件產業影響爲中性。中期來看，微型車市場競爭加劇，可能導致微型車零件利潤率下降，因其價格已偏低。同時，該行亦認爲這可能爲熟悉日本獨特微型車安全標準的零件製造商帶來商機。<br/><span></span><br/>大摩提及，比亞迪去年在日本市場僅售出2,223輛汽車。(js/da)(港股報價延遲最少十五分鐘。沽空資料截至 2025-04-22 16:25。)</p><div></div>AASTOCKS新聞 </span> </div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1435301/latest-news/AAFN\">阿斯達克財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0449509016.USD","symbol_name":"HSBC GIF BRIC EQUITY \"AC\" (USD) 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