<ul>
<li>根據當地媒體報道，更新版的極氪 007 GT 預計將在第二季度推出，因芯片和電池成本上升而面臨價格上漲。</li>
<li>英偉達的 Thor-U 芯片升級和 900 伏架構導致 DDR5 內存及其他組件的成本上升。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030912053547.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030912053547.jpg"/></p>
<p>（2025 年 4 月在上海車展上展示的極氪 007 GT。圖片來源：CnEVPost）</p>
<p>極氪即將推出的改款 007 GT 預計將因持續的芯片短缺和核心組件成本上升而提高官方指導價格。</p>
<p>根據當地汽車媒體易車的報道，正式在今年第二季度推出的升級版電動車型預計將比當前版本價格上漲 5,000 元（720 美元）至 8,000 元。</p>
<p>目前可用的極氪 007 基於 800 伏高壓架構，起售價區間為 209,900 元至 299,900 元。</p>
<p>加入我們的 Telegram 或 Google 新聞</p>
<p>極氪在 1 月份表示，將在第二季度推出更新版的極氪 007 和 007 GT，配備英偉達 Drive Thor-U 輔助駕駛芯片和 900 伏高壓架構的變種。</p>
<p>最新的價格調整信號反映了電動車供應鏈上游原材料和核心電子組件價格持續上漲的更廣泛趨勢。</p>
<p>自 2025 年下半年以來，汽車內存芯片價格顯著上漲，汽車級 DRAM 的 DDR5 內存因 AI 數據中心對這些組件的需求激增而大幅上漲。</p>
<p>更新版極氪 007 GT 配備的 Thor 輔助駕駛芯片使用了更高端且容量受限的 DDR5X 內存，面臨更大的成本壓力，易車報道指出。</p>
<p>同時，鋰價的近期上漲也提高了汽車製造商在動力電池包方面的整體制造成本，報告指出。</p>
<p>極氪可能的價格調整並不是在面臨供應鏈限制的行業中的個案，奇瑞的 Exeed ET5 最近也提高了官方指導價格。</p>
<p>價格調整有助於確保汽車製造商的長期研發投資，並維持產品質量和用户服務的穩定性，易車引用行業內部人士的話説。</p>
<p>隨着原材料價格上漲和芯片短缺持續，中國電動車行業可能很快會見證一波廣泛的官方指導價格上漲，報告稱。</p>
<p>蔚來創始人、董事長兼首席執行官李斌在今年 1 月警告了這種潛在的成本壓力，當時表示最大成本壓力來自內存芯片。</p>
<p>李斌在 1 月 6 日表示，汽車製造商現在必須與快速增長的 AI 企業和大型全球計算中心競爭有限的內存芯片採購資源。</p>
<p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012703560616-768x432.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012703560616-768x432.jpg"/></p>
<p>分析師表示，金屬和內存價格上漲對中國電動車行業造成壓力。</p>
<p>瑞銀表示，如果所有成本上漲都由汽車製造商承擔，可能會完全侵蝕利潤率。</p>
<p>（1 美元 = 6.9173 元）</p>

2 倍做多英偉達 ETF - Direxion

納斯達克全球汽車指數 - First Trust

2 倍做多英偉達 ETF - GraniteShares

極氪

2 倍做多 NVDA ETF - T-Rex

<p>極氪計劃將其改款的 007 GT 價格提高 5000 至 8000 元，原因是內存芯片和電池成本上升。更新後的車型將在第二季度推出，配備 Nvidia 的 Thor-U 芯片和 900 伏特架構。這一價格上漲反映了電動車行業的更廣泛趨勢，供應鏈限制和原材料成本上升促使其他汽車製造商也進行類似調整。分析師警告，如果成本增加完全轉嫁給消費者，利潤率可能會受到顯著影響</p>

<blockquote>
<ul>
<li>The updated Zeekr 007 GT, set to launch in the second quarter, will see a price increase amid rising chip and battery costs, according to a local media report.</li>
<li>Upgrades to Nvidia's Thor-U chips and a 900-volt architecture have led to higher costs for DDR5 memory and other components.</li>
</ul>
</blockquote>
<div class="lb-trans"><ul>
<li>根據當地媒體報道，更新版的極氪 007 GT 預計將在第二季度推出，因芯片和電池成本上升而面臨價格上漲。</li>
<li>英偉達的 Thor-U 芯片升級和 900 伏架構導致 DDR5 內存及其他組件的成本上升。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030912053547.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/03/2026030912053547.jpg"/></p>
<p>(A Zeekr 007 GT displayed at the Shanghai Auto Show in April 2025. Image credit: CnEVPost)</p>
<div class="lb-trans"><p>（2025 年 4 月在上海車展上展示的極氪 007 GT。圖片來源：CnEVPost）</p>
</div><p>Zeekr's upcoming facelifted 007 GT is expected to see an increase in its official guide price, driven primarily by ongoing chip shortages and rising core component costs.</p>
<div class="lb-trans"><p>極氪即將推出的改款 007 GT 預計將因持續的芯片短缺和核心組件成本上升而提高官方指導價格。</p>
</div><p>The upgraded EV model, officially launching in the second quarter of this year, is expected to see a price hike of 5,000 yuan ($720) to 8,000 yuan over the current version, local auto media Yiche reported on Monday.</p>
<div class="lb-trans"><p>根據當地汽車媒體易車的報道，正式在今年第二季度推出的升級版電動車型預計將比當前版本價格上漲 5,000 元（720 美元）至 8,000 元。</p>
</div><p>The currently available Zeekr 007 is built on an 800-volt high-voltage architecture, with a starting price range of 209,900 yuan to 299,900 yuan.</p>
<div class="lb-trans"><p>目前可用的極氪 007 基於 800 伏高壓架構，起售價區間為 209,900 元至 299,900 元。</p>
</div><p>Join us on  Telegram  or  Google News</p>
<div class="lb-trans"><p>加入我們的 Telegram 或 Google 新聞</p>
</div><p>Zeekr said in January that it would launch the updated versions of the Zeekr 007 and 007 GT in the second quarter, featuring variants equipped with the Nvidia Drive Thor-U assisted driving chip and a 900-volt high-voltage architecture.</p>
<div class="lb-trans"><p>極氪在 1 月份表示，將在第二季度推出更新版的極氪 007 和 007 GT，配備英偉達 Drive Thor-U 輔助駕駛芯片和 900 伏高壓架構的變種。</p>
</div><p>The latest pricing adjustment signal reflects a broader and sustained upward trend in the prices of upstream raw materials and core electronic components across the EV supply chain.</p>
<div class="lb-trans"><p>最新的價格調整信號反映了電動車供應鏈上游原材料和核心電子組件價格持續上漲的更廣泛趨勢。</p>
</div><p>Automotive memory chip prices have climbed noticeably since the second half of 2025, with DDR5 memory in automotive-grade DRAM seeing significant increases, largely due to surging demand from AI data centers for these components.</p>
<div class="lb-trans"><p>自 2025 年下半年以來，汽車內存芯片價格顯著上漲，汽車級 DRAM 的 DDR5 內存因 AI 數據中心對這些組件的需求激增而大幅上漲。</p>
</div><p>The Thor assisted driving chip equipped in the updated Zeekr 007 GT uses higher-end and capacity-constrained DDR5X memory, facing greater cost pressures, the Yiche report said.</p>
<div class="lb-trans"><p>更新版極氪 007 GT 配備的 Thor 輔助駕駛芯片使用了更高端且容量受限的 DDR5X 內存，面臨更大的成本壓力，易車報道指出。</p>
</div><p>Meanwhile, the recent rise in lithium prices has also elevated overall manufacturing costs for automakers regarding power battery packs, the report noted.</p>
<div class="lb-trans"><p>同時，鋰價的近期上漲也提高了汽車製造商在動力電池包方面的整體制造成本，報告指出。</p>
</div><p>Zeekr's potential pricing move is not an isolated case in an industry facing supply chain constraints, as Chery's Exeed ET5 recently raised its official guide price.</p>
<div class="lb-trans"><p>極氪可能的價格調整並不是在面臨供應鏈限制的行業中的個案，奇瑞的 Exeed ET5 最近也提高了官方指導價格。</p>
</div><p>Price adjustments help secure long-term R&amp;D investment for automakers and maintain the stability of product quality and user services, Yiche cited industry insiders as saying.</p>
<div class="lb-trans"><p>價格調整有助於確保汽車製造商的長期研發投資，並維持產品質量和用户服務的穩定性，易車引用行業內部人士的話説。</p>
</div><p>As raw material prices rise and chip shortages persist, the Chinese EV industry may soon witness a widespread wave of official guide price hikes, according to the report.</p>
<div class="lb-trans"><p>隨着原材料價格上漲和芯片短缺持續，中國電動車行業可能很快會見證一波廣泛的官方指導價格上漲，報告稱。</p>
</div><p>Nio founder, chairman, and CEO William Li warned of such potential cost pressures in January this year, stating at the time that the biggest cost pressure was memory chips.</p>
<div class="lb-trans"><p>蔚來創始人、董事長兼首席執行官李斌在今年 1 月警告了這種潛在的成本壓力，當時表示最大成本壓力來自內存芯片。</p>
</div><p>Automakers must now compete with rapidly growing AI players and large global computing centers for limited resources in memory chip procurement, Li said on January 6.</p>
<div class="lb-trans"><p>李斌在 1 月 6 日表示，汽車製造商現在必須與快速增長的 AI 企業和大型全球計算中心競爭有限的內存芯片採購資源。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012703560616-768x432.jpg" alt="" original-src="https://cdn.cnevpost.com/wp-content/uploads/2026/01/2026012703560616-768x432.jpg"/></p>
<p>Rising metal and memory prices weigh on China's EV industry, analysts say</p>
<div class="lb-trans"><p>分析師表示，金屬和內存價格上漲對中國電動車行業造成壓力。</p>
</div><p>If all cost increases are borne by automakers, they could completely erode profit margins, UBS said.</p>
<div class="lb-trans"><p>瑞銀表示，如果所有成本上漲都由汽車製造商承擔，可能會完全侵蝕利潤率。</p>
</div><p>($1 = 6.9173 yuan)</p>
<div class="lb-trans"><p>（1 美元 = 6.9173 元）</p>
</div>

據報道，隨着內存芯片成本的上漲，極氪計劃提高改款 007 GT 的價格