比亚迪股份(01211.HK)今日盘中股价大跌5.02%,引发市场关注。
消息面上,有报道称华为将于2025年推出L3级别的智能驾驶系统,从而进一步加入到智能驾驶领域的竞争中。作为智能驾驶领域的龙头企业之一,比亚迪在未来可能面临来自华为的新挑战。
此外,比亚迪供应商河北海伟电子新材料向港交所递交招股书,也引发了市场对比亚迪供应链的一定关注。根据招股书披露,海伟电子第一大客户一直是比亚迪,若海伟电子出现供应问题,将可能对比亚迪产生不利影响。
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