节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
受成本上涨与行业结构性深度变革挤压，欧洲汽车零部件供应商经营压力持续攀升。欧洲汽车零部件供应商协会（CLEPA）202X年3月23日发布的半年报显示，约24%的供应商预计本年度亏损，较上一次调查的15%显著攀升；同时76%的企业预期利润率不足5%。业内普遍认为，该利润率水平难以支撑企业对新技术研发与产能扩张的持续投入，行业生存环境进一步收紧。
在汽车电动化转型、产能向亚洲转移的行业重构进程中，大部分成本压力由零部件供应商承担。CLEPA数据显示，过去两年欧洲汽车供应链已裁员超10万人，大陆集团、博世、采埃孚等头部企业均已宣布裁员或业务重组...
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