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艾睿铂:2030年中国新能源车企或仅7家盈亏平衡

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2026-07-01 12:57:42
据界面新闻报道,艾睿铂(AlixPartners)6月30日发布《全球汽车市场展望》称,到2030年,中国30家以新能源为主的整车企业中,可能只有7家能够达到盈亏平衡;并预计今年中国轻型汽车总销量将下降10%。

乘联分会数据显示,2026年前5个月国内汽车销量814.7万辆,同比下降超20%;出口405.9万辆,同比增长超60%。艾睿铂人士称,受存储芯片等原材料价格上涨及行业规模下滑影响,预计今年中国整车企业利润表现将不如去年;2026年一季度汽车制造业利润率降至3.2%,比亚迪净利润同比下滑55%、长安汽车同比下滑74%,理想汽车由盈转亏。
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