成本飆升 車商扛不住!國產、進口車 - 汽車

By Hamiltion
at 2022-10-17T08:00
at 2022-10-17T08:00
Table of Contents
原文連結:https://auto.ltn.com.tw/news/21386
原文內容: 成本飆升 車商扛不住!國產、進口車下半年售價喊漲幅度
2022/10/17 05:35
文/記者蘇銘翰 圖/各品牌
https://i.imgur.com/8vfKUTt.png

商造車成本持續飆升,最終只能轉嫁至消費者身上。(達志)
台灣車市近3個月頻頻繳出不俗的銷售成績,但這股買氣能否延續,進而突破去年國內的
新車掛牌數?從各大車商一片「新車售價喊漲」的情況來看,似乎仍充滿變數。
缺晶片、原物料飆漲 漲價成必然趨勢
國內車商紛紛喊漲的最關鍵原因就在於成本一路高漲,首先是疫情爆發後,讓全球汽車產
業供應鏈與貨運物流都受影響,緊接著烏俄戰爭又讓本就不堪重負的原物料價格漲破天際
,種種壓力讓車商撐不住,最終只能轉嫁至消費者。
另外今年光是汽車製造最主要的原料鋼材,價格就漲了大約20%到30%,新車大量使用的
晶片,價格也有10%漲幅,再加上國內各廠與原廠都採用美元議價,於是美元大漲也就成
為壓垮車商的最後一根稻草。
電池缺口持續擴大 電動車漲幅最高
銷量快速成長的電動車儼然面臨更沉重的漲價壓力!除原物料成本大增,加上缺電池、缺
車等因素「助漲」電動車價,尤其電動車幾乎全倚賴進口,美元漲勢更令車商壓力倍增,
目前國內包括Hyundai Ioniq 5、Kia EV6、Porsche Taycan等車款皆已調漲售價。
https://i.imgur.com/Bcnw0yY.png

電動車龍頭Tesla隨車用零件、原料成本上漲,即以浮動、彈性的價格特性,於全球多個
市場調漲產品售價,以台灣市場為例,自2022年3月起,Model 3車型已連續4個月調漲售
價,漲幅最高曾達到5%。
https://i.imgur.com/pM6ExD4.png

檻大幅提高。
另一個觀察重點是,基於產品及市場定位之故,單價較高的電動車或豪華車品牌客群,通
常對價格的敏感程度較低,因此車商也比較容易透過調漲策略來平衡整體營收狀況。
https://i.imgur.com/Xe5KvWr.png

Porsche Taycan。
歐日韓18車款齊漲 漲幅至少1~7%
國內汽車龍頭和泰表示,今年以來,車用原物料成本持續上漲,加上全球供應鏈受疫情衝
擊造成車用零件短缺,讓日本原廠已經無法吸收高昂造車成本,因此從9月開始,旗下
Town Ace、RAV4 Hybrid、Sienna Hybrid、GR Yaris、GR86售價都調漲2%~7%售價,至
於其他國產及進口車款的零售價,仍與廠家協商中,因此暫時無法公布相關訊息。
其他日系品牌方面,以國產掀背小車Honda Fit為例,其銷售占比最高的e:HEV油電版車型
,自8月起已調漲2萬元。Subaru總代理台灣意美汽車也宣布銷售主力車款Forester漲價10
萬元。就連話題性超高的Suzuki Jimny,重新開放接單後,售價也從79.8萬元調漲到84.9
萬元。
再如國內歐系車領頭羊台灣福斯,日前就已宣布旗下Golf、Golf Variant、T-Roc、
Tiguan、Tiguan Allspace、Touran車系,2023年式接單價全面調漲,最大漲幅還來到12
萬元。同集團的Skoda旗下進口掀背小車Fabia,也將取消優惠價調回原本的建議售價,預
估漲幅均為2萬元。
韓系代表的Hyundai總代理南陽實業,亦宣布旗下Kona、Santa Fe車系自8月起調漲部分車
型售價,國產中型休旅Tucson L自9月起也跟進調整售價,漲幅為1~2萬元,另一款國產
小型休旅Venue則是在今年6月先行調整售價,三款車型全面調漲1萬元。
心得/說明:(30字以上)
2019~2021年晶片荒 車商不堪成本 提高售價
2021~2022年烏克蘭戰爭 車商不堪成本 提高售價
2022年美國升息 日幣貶值 車商不堪成本 提高授價
2022年原物料大漲 車商不堪成本 提高售價
下一個理由是甚麼
你不買 我不買 明天車價在漲500
台灣二十年經濟最好 你各位買不起車的肯定不夠爭氣
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