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  • Edition 40 - 11 November 2019

大众的ID.3是否会断了钯和铑的需求?

汽车工业分别占钯需求的81%和铑需求的83%。在德国的汽车制造商占西欧汽车对这两种金属需求的三分之一以上。

大众集团(Volkswagen Group)的第一款面向普通消费者的电池电动车(BEV)于11月4日投产。大众已经开始在其位于德国茨威考的工厂生产新的BEV——ID.3。这是该公司第一款面向中端市场(家庭掀背车)的大容量BEV。目前日产量为30台,但在2020年将有所增加,明年计划生产10万台。2021年,产量将达到33万辆,其中包括三个集团品牌的六款车型。大众汽车计划到2028年在全球销售2200万辆BEV。

成本达到与内燃机(ICE)同等水平是对BEV真正的考验。德国政府宣布,将购买补贴提高50%,至6000欧元(对成本达到与内燃机(ICE)同等水平是对BEV真正的考验。德国政府宣布,将购买补贴提高50%,至6000欧元(对

消费者会购买普通的BEV吗?以类似于一辆内燃机汽车的价格生产一辆面向普通消费者的BEV将会显示消费者是多么容易转向购买BEV。今年,德国电动汽车销量有望达到6万辆,市场占有率约为1.7%,但这一数字还需要翻番,然后再翻番才能跟上大众的生产计划。BEV的销量可能会达到什么水平将在未来几年揭晓。这不仅事关汽车制造商和二氧化碳排放,也是PGM需求的关键。

近期,排放法规的收紧推动了钯和铑的需求,使价格居高不下。ID.3上周开始生产;大众(VW)为普通市场推出的一款负担得起的BEV是对钯和铑价格的最大威胁。

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Heraeus Precious Metals - Setting the PGM agenda for the years ahead (only in English)

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