行業(yè)觀點(diǎn) |不要押注于電動(dòng)汽車的快速普及， 鉑金、鈀金仍將是必需品

CPM集團(tuán)執(zhí)行合伙人Jeff Christian表示，雖然電動(dòng)汽車越來(lái)越受歡迎，但電動(dòng)汽車市場(chǎng)份額的增長(zhǎng)速度不會(huì)像普遍預(yù)期的那樣快，這意味著在可預(yù)見的未來(lái)，汽車行業(yè)仍將需要鉑族金屬（PGMs）用于催化轉(zhuǎn)換器。
Jeff Christian, Managing Partner of CPM Group, stated that although electric vehicles are becoming increasingly popular, the growth rate of electric vehicle market share will not be as fast as commonly expected, which means that in the foreseeable future, the automotive industry will still need platinum group metals (PGMs) for catalytic converters.
Christian提到：“人們對(duì)電動(dòng)車占據(jù)市場(chǎng)份額的速度非常樂觀。我們的預(yù)期是，仔細(xì)去觀察了解汽車行業(yè)，它不會(huì)發(fā)生得像很多人想象的那么快。”他對(duì)未來(lái)三到五年的鉑金價(jià)格持積極看法。
Christian mentioned, "People are very optimistic about the speed at which electric vehicles will occupy market share. Our expectation is that, upon careful observation and understanding of the automotive industry, it will not happen as quickly as many people imagine." He holds a positive view on platinum prices for the next three to five years.
目前，汽車行業(yè)仍是鉑族金屬的主要需求來(lái)源。
At present, the automotive industry remains the main source of demand for platinum group metals.
“隨著下一個(gè)十年的發(fā)展，投資市場(chǎng)將重新適應(yīng)這一現(xiàn)實(shí)，他們將意識(shí)到，從石油基燃料轉(zhuǎn)向電動(dòng)汽車的速度將比他們想象的要慢得多。”Christian補(bǔ)充道。
As the next decade develops, the investment market will readjust to this reality, and they will realize that the speed of transitioning from petroleum based fuels to electric vehicles will be much slower than they imagined, "Christian added.
Christian表示，電動(dòng)汽車的普及率可能沒有一些人預(yù)期的那么快，主要有三個(gè)原因：電動(dòng)汽車缺乏電力供應(yīng)，即使有電力供應(yīng)，目前的電網(wǎng)也缺乏電力輸送能力，以及汽車零部件制造商，包括電機(jī)在內(nèi)，目前還沒有能力或保證能為整個(gè)汽車行業(yè)提供足夠的供應(yīng)。
Christian said that the adoption rate of electric vehicles may not be as fast as some people expect, mainly due to three reasons: the lack of power supply for electric vehicles, even if there is power supply, the current power grid lacks power transmission capacity, and automotive component manufacturers, including motors, currently do not have the ability or guarantee to provide sufficient supply for the entire automotive industry.
他還指出，未來(lái)幾年，汽車工業(yè)還將使用更多的鉑金，而不是鈀金來(lái)制造催化轉(zhuǎn)換器。
He also pointed out that in the coming years, the automotive industry will use more platinum instead of palladium gold to manufacture catalytic converters.
“我們的預(yù)期是，你將看到從鈀密集型催化劑向更多鉑密集型催化劑的轉(zhuǎn)變。”（來(lái)源：Kitco）
Our expectation is that you will see a shift from palladium intensive catalysts to more platinum intensive catalysts Kitco）
翻譯：世界鉑金投資協(xié)會(huì)
Translation: World Platinum Investment Association
提示：本文信息僅供參考，不代表世界鉑金投資協(xié)會(huì)的觀點(diǎn)，不構(gòu)成或不應(yīng)被認(rèn)為是世界鉑金投資協(xié)會(huì)的投資建議。
Reminder: The information in this article is for reference only and does not represent the views of the World Platinum Investment Association. It does not constitute or should not be considered as investment advice from the World Platinum Investment Association.
注：此新聞稿選取自國(guó)外行業(yè)新聞網(wǎng)站的實(shí)時(shí)行業(yè)新聞，經(jīng)由世界鉑金投資協(xié)會(huì)翻譯并編輯成中文新聞稿，供讀者閱讀參考。為了尊重知識(shí)產(chǎn)權(quán)，任何媒體若要轉(zhuǎn)載，請(qǐng)務(wù)必注明文章的原出處及翻譯稿出處。
Note: This press release is selected from real-time industry news websites abroad and has been translated and edited into a Chinese press release by the World Platinum Investment Association for readers' reference. In order to respect intellectual property rights, any media that wishes to reproduce must indicate the original source of the article and the source of the translated manuscript.