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新能源車板塊下挫,Rivian一度跌超15%

1月6日,美股新能源車板塊走低,Rivian(RIVN)一度跌超15%,總市值跌破700億美元,股價跌至IPO發行以來的最低水準,圖森未來(TSP.O)跌近6%,Lucid Group(LCID.O)跌超5%,特斯拉(TSLA.O)跌約4%。據悉,亞馬遜與Stellantis達成 Show More
1月6日,美股新能源車板塊走低,Rivian(RIVN)一度跌超15%,總市值跌破700億美元,股價跌至IPO發行以來的最低水準,圖森未來(TSP.O)跌近6%,Lucid Group(LCID.O)跌超5%,特斯拉(TSLA.O)跌約4%。據悉,亞馬遜與Stellantis達成採購電動貨車協議,Rivian地位受動搖股價下挫。
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    Article by Zhui Xin
    Editor | G3007
    At the beginning of the new year, the battle of new energy vehicles has already begun.
    Over the past year, in the current global tense supply chain situation, new energy vehicles from various brands have achieved record sales, the domestic market landscape is taking shape, and economies of scale are beginning to emerge. According to the latest forecast by the China Association of Automobile Manufacturers, sales of new energy vehicles in 2021 are expected to reach 3.4 million units, a year-on-year increase of 1.5 times; while in 2022, sales of new energy vehicles are projected to reach 5 million units, a year-on-year increase of 47%, expected to account for around 20% of total vehicle sales.
    In the new year, the tapering of financial subsidies has led some new energy vehicle brands to start competing through price increases. With the launch of multiple models by more car companies this year, market competition will only intensify. However, challenges such as chip shortages and battery supply chain issues still present a grim outlook.
    At the same time, more new forces in car manufacturing are constantly emerging. The latest news reveals that consumer electronics giant Sony has officially announced the establishment of a mobile travel company to enter the electric vehicle field, and Wanda is also rumored to be venturing into car manufacturing across industries.
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    新能源汽车格局初成各家决胜2022
    随着2021年的结束,各家新能源车企也纷纷晒出年度成绩单,我们也能窥见其中的市场格局。
    特斯拉发布的官方数据显示,2021年该品牌全球交付量为0.936 million辆,其中中国市场的交付量有望超过0.45 million辆。而比亚迪新能源乘用车2021年的销量甚至达到了0.594 million辆,同比增长...
    New energy vehicles at the end of the year: the pattern is forming, and the battle is intensifying.
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