《大行》大摩:比亚迪(01211.HK)进军日本电动微型车市场或加剧竞争 拖累微型车零件利润率下降

阿斯达克财经
Yesterday

《日经新闻》周一(21日)报道,比亚迪(01211.HK) 正计划为日本市场开发一款电动微型车。据报道,公司已经完成该车的设计,预计将于2026年下半年推出,售价料约为250万日圆(约17,700美元)。
摩根士丹利发表研报指,若上述报道属实,认为短期内对日本汽车零件产业影响为中性。中期来看,微型车市场竞争加剧,可能导致微型车零件利润率下降,因其价格已偏低。同时,该行亦认为这可能为熟悉日本独特微型车安全标准的零件制造商带来商机。

大摩提及,比亚迪去年在日本市场仅售出2,223辆汽车。(js/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-22 16:25。)

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