市场调查机构TrendForce预测，今年全球新车销售将到9,060万辆，按年升2.4%。其中中国市场销售占29%，美国及西欧市场各占18%及15%。机构指，美国市场因关税面临重大不确定性，中国智能汽车领的竞争预计将升温。
机构指出，美国、加拿大及墨西哥汽车供应链高度互联。生产商或试图转移生产减轻关税影响，但完全撤出墨西哥生产具挑战性，零部件关税和供应链调整将进一步推高成本，制造商很可能以加价转嫁成本。机构预测，若美国对墨西哥和加拿大的进口商品征收25%关税，车辆价格上涨或促使推迟购买，或转向租赁和二手车市场。今年美国汽车销售增长可能从预期的1%转为负3%。
机构亦预计，今年中国新车销售按年升2%，受惠于延长汽车置换补贴计划并扩大资格标准。新能源汽车将占中国新车销售50%。机构指，比亚迪(01211.HK) 推动全民智能驾驶，将高级驾驶辅助功能整合到价格实惠车款。预计将加速中国智能驾驶技术普及，同时加剧本地智能汽车供应链竞争。(fc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-25 16:25。)
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.