比亚迪电子(00285)股价今日盘中大跌5.05%,引发市场关注。
业内分析指出,比亚迪智能驾驶功能向低端车型普及或引发了市场对该公司未来产品利润率下降的担忧。据报道,目前比亚迪具有高速城市无人辅助驾驶(NOA)能力的海鸥智驾版汽车最低售价为7.88万元,同级别功能下探至低端5万元车型,利润空间将被极大压缩。
此外,比亚迪主要竞争对手奇瑞汽车也计划将高速NOA功能引入5万元级车型,进一步加剧智能驾驶普及化竞争。随着智能驾驶功能成为汽车标配,无法投入大量资源的车企可能面临成本上升和利润率下滑的挑战。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.