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油腻的蛇
2021-01-28
新能源涨价是好事情？？
原材料市场“涨声一片” 新能源汽车迎来提价前夜？
油腻的蛇
2020-06-19
小朋友，你是否有很多。。。。？？？？？
油腻的蛇
2018-03-07
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.h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n原材料市场“涨声一片” 新能源汽车迎来提价前夜？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 09:38 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/400695.html><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一整年，零部件涨价成为国内汽车行业的关键词。2020年初疫情暴发，各家零部件工厂被迫停工，导致零部件供应一度告急，价格飞涨。随着国内疫情防控趋稳，正当汽车行业在复苏回暖周期刚刚得以喘息时，今年初又遭遇到原材料涨价。\n《证券日报》记者注意到，自2020年四季度以来，汽车各类零部件原材料量价齐升。据中钢网统计，近期累计41家钢厂对钢铁价格进行上调，涨幅最高为500元/吨。除此之外，铝、塑料、玻璃等...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/400695.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bf430b753fdbd6680b71d5977d5da50","relate_stocks":{"601966":"玲珑轮胎","NIO":"蔚来"},"source_url":"http://www.zhitongcaijing.com/content/detail/400695.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106886402","content_text":"过去一整年，零部件涨价成为国内汽车行业的关键词。2020年初疫情暴发，各家零部件工厂被迫停工，导致零部件供应一度告急，价格飞涨。随着国内疫情防控趋稳，正当汽车行业在复苏回暖周期刚刚得以喘息时，今年初又遭遇到原材料涨价。\n《证券日报》记者注意到，自2020年四季度以来，汽车各类零部件原材料量价齐升。据中钢网统计，近期累计41家钢厂对钢铁价格进行上调，涨幅最高为500元/吨。除此之外，铝、塑料、玻璃等汽车零部件的主要原材料也迎来普涨。\n新能源汽车方面，作为动力锂电池最重要的原材料，碳酸锂自从去年底价格触底反弹后，开年以来涨势不断加快。据鑫椤最新价格行情显示，1月25日，国内多家碳酸锂企业上调产品价格。其中，电池级和工业级碳酸锂均较1月22日涨价达7000元/吨，目前电池级碳酸锂报价普遍集中在6.8万元/吨-7.2万元/吨。\n层层传递之下，原材料涨价对汽车终端消费市场影响几何?新能源汽车会出现一波涨价吗?面对原材料、零部件价格上涨等不确定因素，作为新能源汽车的代表性企业，特斯拉(TSLA.US)副总裁陶琳发出了“可能涨价”的预警。“电动车的价格与成本相关，如果未来原料或者零部件价格持续上涨，特斯拉也不是没有涨价的可能。”\n汽车零部件行业集体涨价\n从去年至今，国内汽车零部件行业始终处于多事之秋，继汽车“缺芯”潮后，开年以来，汽车轮胎又掀起一轮集体涨价。据记者不完全统计，自2020年下半年以来，已经有近40家轮胎企业发布涨价通知。\n此前，包括中策橡胶、玲珑轮胎、正新轮胎等本土轮胎龙头企业，均先后宣布从今年1月份起上调产品价格。受此影响，固特异、邓禄普、普利司通等外资轮胎厂商也宣布涨价，涉及多个轮胎产品领域，涨价幅度为2%-5%，期限延续至2021年。\n有国外品牌轮胎经销店工作人员接受《证券日报》记者采访时表示，以普利司通ER33轮胎为例，去年11月份，单条价格为1250元，但目前已涨至1390元，涨幅超过10%。另一家汽配店的销售人员表示，他们门店轮胎涨幅并不高，以较为常用的单条500元左右的轮胎为例，每条轮胎平均涨价15元-20元，而千元轮胎涨幅也在百元之内。\n业内普遍认为，此轮涨价主要源于原料价格的上涨。据天然橡胶生产国协会数据显示，2020年前9个月，全球天然橡胶总产量累计7797.1千吨，累计同比下滑7.3%。\n在此背景下，2020年11月底，用于汽车内饰的ABS树脂，在亚洲地区价格涨至14000元/吨左右，约是4月份最低点的2倍。对此，卓创资讯轮胎行业分析师陈慧芳表示，去年下半年轮胎原材料价格较上半年涨幅超过了20%。\n与此同时，汽车生产的其他零部件也在同时出现跳涨。以汽车电子元部件为例，由于核心生产商大多来自于日、韩、美，受疫情影响生产和进出口难度增加，致使车用MCU价格上涨超过30%。疫情影响下，国际物流运力下降，导致海运集装箱船运费大涨，其中美西航线运价更是较年初涨了近3倍，这直接导致电阻、硅片、面板以及LED芯片等价格翻倍。\n此外，“炭黑、钢丝、玻璃等原料价格也在全线上涨。而且近期化工产品的价格也在上扬。”有国内知名合资品牌车企采购主管对记者坦言，供需倒挂、物流涨价，都逼着零部件企业不得不调整价格。截至目前，该主管所在车企已陆续收到铝合金轮毂、汽车电子等企业发来的提价函，价格上调幅度每件在20元-100元不等。\n动力锂电池酝酿新一轮涨价\n新能源汽车持续受热捧，磷酸铁锂电池化身为“香饽饽”。近日，国内多家碳酸锂企业上调产品价格，2020年磷酸铁锂电池成为销量唯一同比增长的动力电池类型。\n对此，天祝宏氟锂业董事长曹斌在接受《证券日报》记者采访时表示，新能源汽车需求复苏带动正极材料企业开工率提升，叠加特斯拉ModelY等新车型推出，动力电池企业出现较明显的供需错配，预计短期内电池级碳酸锂价格将酝酿新一轮提价。\n曹斌表示，新能源汽车行业正由强政策驱动向市场驱动转变，使得质优价廉的磷酸铁锂动力电池占比陡然增加，市场需求旺盛。上游原材料产线满产却供不应求，下游动力电池企业订单爆满，都在支撑着碳酸锂的价格上涨。\n原材料价格上涨、上下游供需失衡、物流成本攀升，多方压力传导下，对于汽车终端消费市场影响几何呢?车市将出现一波涨价吗?为此，《证券日报》记者第一时间电话联系了多家4S品牌经销店。问询结果显示，北京地区部分经销商确实在大幅回调新车优惠力度，但与此轮原材料涨价关联不大。\n奔驰、宝马、奥迪、沃尔沃、蔚来等豪华品牌经销商的销售人员在接受记者采访时均表示，目前品牌内部优惠调整幅度与往年同期基本一致，并未出现明显“涨价”现象。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1848,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955725639,"gmtCreate":1592561365121,"gmtModify":1704199739816,"author":{"id":"3459569905955876","authorId":"3459569905955876","name":"油腻的蛇","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459569905955876","idStr":"3459569905955876"},"themes":[],"htmlText":"小朋友，你是否有很多。。。。？？？？？","listText":"小朋友，你是否有很多。。。。？？？？？","text":"小朋友，你是否有很多。。。。？？？？？","images":[{"img":"https://static.tigerbbs.com/a172d15e20c5b6a0d0099218bb77dd26","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/955725639","isVote":1,"tweetType":1,"viewCount":2342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":164671,"gmtCreate":1520429019719,"gmtModify":1704889974425,"author":{"id":"3459569905955876","authorId":"3459569905955876","name":"油腻的蛇","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459569905955876","idStr":"3459569905955876"},"themes":[],"htmlText":"0东(JD)$","listText":"0东(JD)$","text":"0东(JD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164671","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":955725639,"gmtCreate":1592561365121,"gmtModify":1704199739816,"author":{"id":"3459569905955876","authorId":"3459569905955876","name":"油腻的蛇","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459569905955876","idStr":"3459569905955876"},"themes":[],"htmlText":"小朋友，你是否有很多。。。。？？？？？","listText":"小朋友，你是否有很多。。。。？？？？？","text":"小朋友，你是否有很多。。。。？？？？？","images":[{"img":"https://static.tigerbbs.com/a172d15e20c5b6a0d0099218bb77dd26","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/955725639","isVote":1,"tweetType":1,"viewCount":2342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":318353191,"gmtCreate":1611844864713,"gmtModify":1703754865421,"author":{"id":"3459569905955876","authorId":"3459569905955876","name":"油腻的蛇","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1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