王永利
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上期聊到整车BOM成本降低以后，新能源车零售价格会降价吗？如果单纯的BOM成本降低，品牌方肯定不会给整车降价，资本的本质都是逐利。关键是明年庞大的整车产能布局，会为新能源车终端市场带来严重的厮杀，随着各车企的降价，这个苗头已经开始。光比亚迪一家企业，明年就布局近500万产能，其他车企一台不卖，比亚迪就能填满今年的新能源车市场容量。如果明年比亚迪出海不利，这些产能势必对国内市场严重冲击，有些企业为了活命会疯狂促销。三电技术如如何升级？关注下期的“#老王聊行业# ”
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