Summary from the original article

電動車股A、H股同受壓,比亞迪(01211)跌幅藍籌股中排第二位。理想汽車(02015)反佣事件成觸發點,而電池成本壓力,及特斯拉在華銷量疲弱,是股價疲弱基本原因。 新能源車股集體向下,比亞迪股份跌3.68%,報69.3元 ;蔚來(09866)跌3.01%;理想汽車(02015)跌3.32%,報48.68元 ; 小鵬集團(09868)挫2.96%,報39.2元。 摩根大通近期發布的中國電池產業報告,指電池消費稅加徵後,相關稅負較原先預期更難轉嫁;車企不願單純透過加價吸納電池成本,反而尋求與電池供應商分擔開支,並推動供應商降低成本,重申對汽車行業持審慎態度。 華興證券指出,寧德時代自第三季起被加徵2%電池消費稅,目前相關成本完全由寧德時代承擔,公司正與下游客戶商討共同承擔方案。市場憂慮,整車廠的成本壓力短期內難以完全轉嫁至消費者。 特斯拉銷量拖累 個股層面,特斯拉10月在華零售銷量僅8,817輛,按年大跌66.1%,創2022年7月以來在華單月最低紀錄,並已連續5個月按年下跌。 作為行業龍頭,特斯拉在華需求急速轉弱,加深市場對電動車行業競爭加劇、需求放緩的憂慮,並拖累同業股價表現。…
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