Adrian Lloyd,CEO at Interact Analysis said,“Automotive is particularly worthy of comment at the moment.The sector was already facing severe pressures following the pandemic,and the Ukraine conflict has made matters far worse for the industry.One of these problems is the new pressures on semiconductors,which already hit the automotive sector hard.Another is that Russia provides the majority of the world’s palladium which is used to produce catalytic converters and is now inaccessible.And yet another problem is that Ukraine is a key manufacturer of components for Western Europe’s automotive industry,particularly wire harnesses,supplies of which are now intermittent.As a result of all this,we predict minimal growth for automotive of 2.8%in 2022.”
Interact Analysis首席执行官Adrian Lloyd表示:“汽车行业目前尤其值得一说。疫情之后,该行业已经面临严重压力,而乌克兰冲突让情况变得更加糟糕。其中一个问题是半导体面临的新压力,这已经对汽车行业造成了沉重打击。另一个原因是,俄罗斯提供了全球大部分用于生产催化转化器的钯,现在已经无法获得。还有一个问题是,乌克兰是西欧汽车工业零部件的主要生产国,尤其是线束,现在供应时断时续。因此,我们预测2022年汽车行业的最低增长率为2.8%。”
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