三家中国电动车企上调价格,但分析师警告需求疲软

小米、奇瑞和一汽在芯片和原材料成本飙升之际上调电动车价格,此举标志着与2025年大幅降价的背离,但分析师警告销售疲软可能迫使价格回调。价格调整于本月早些时候开始,小米是最新的跟进者。

小米、奇瑞和一汽Bestune等三家中国电动车制造商近日上调了车型价格,原因是供应链成本上升,包括锂碳酸盐等原材料和动态随机存取存储器(DRAM)芯片价格飙升。这一变化与2025年车企为争夺市场而大幅降价形成鲜明对比,当时的降价损害了车企和供应商的盈利能力,并引发监管关注。尽管这些品牌销量规模不大,但此举可能预示更多品牌跟进,尽管最终零售价仍取决于市场需求。 小米于3月19日宣布,其新一代SU7标准版起售价调整为219,900元(约合31,800美元),比之前高出4,000元。小米创始人兼CEO雷军将此归因于供应链组件价格的急剧上涨。 趋势于本月早些时候启动。3月10日,奇瑞Exeed品牌宣布高端ET5车型自3月21日起涨价5,000元,此前免费的智能驾驶套餐现需额外支付5,000元,总涨幅达10,000元。3月8日,一汽Bestune推出2026款Bestune Yueyi 03,中高配版价格上调2,000元至5,000元不等。 上海Automotive Foresight董事总经理Yale Zhang表示:“一些原材料如锂碳酸盐的成本上升,以及动态随机存取存储器价格的飙升,正迫使电动车制造商提高售价。更多品牌可能效仿,不过零售价格仍取决于实际需求。”

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Tesla Gigafactory in Shanghai showing surging vehicle production and AI robot innovations amid February sales rebound.
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Tesla's China sales rebound in February amid heavy AI investments

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Following January's sharp sales decline in China, Tesla reported a 91% year-over-year surge in China-made vehicle sales for February, reaching 58,600 units—the fourth consecutive monthly rise. This offsets ongoing 2025 global delivery weakness (down 9% to 1,636,129 vehicles) and soft demand in the U.S. and Europe. Tesla is committing over $20 billion to AI, humanoid robots, and autonomy, including the new Digital Optimus project.

Ford CEO Jim Farley stated in a recent interview that Chinese automaker BYD leads in electric vehicle cost efficiency, supply chain, and manufacturing expertise. He suggested American buyers should look beyond Tesla, which lacks an updated vehicle, to beat Chinese rivals. Farley highlighted the demand for affordable $30,000 pickups and utilities in the next US EV cycle.

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小米高管在财报电话会议上警告,内存价格“超乎想象”地飙升,正将智能手机制造商拖入长期涨价周期,周期结束后部分厂商可能遭受重大损失甚至倒闭。公司同时公布第四季度净利润同比下降27%。

多家中国模拟芯片企业近日上调价格,与德州仪器等全球巨头同步。分析师称,此举为成熟节点厂商与中国、美国及欧洲竞争对手竞争提供了空间,而不牺牲过多利润。该轮涨价源于上游成本飙升和人工智能需求爆发。

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The average price of a used Tesla has risen 4.3% since the $7,500 tax credit for new electric vehicles ended in September, according to iSeeCars data. This increase contrasts with falling prices for other used EVs, amid a surge in secondhand EV sales. Tesla owners benefit as resale values recover from recent declines.

Tesla is experiencing sharp declines in sales across Europe, particularly in the UK, as Chinese electric vehicle makers like BYD expand their presence. At the same time, the company is balancing investments in its Robotaxi and Optimus projects against this growing competition. Chinese truck manufacturers are also preparing to challenge Tesla's Semi in the commercial vehicle market.

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