Annual EBIT margins of automotive OEMs and suppliers worldwide 2018-2023

In 2023, the EBIT margin for global automakers was three percentage points above the margins recorded by automotive suppliers. This has been an ongoing trend since 2020, when OEMs' profit margins surpassed those of suppliers in parts due to the supply chain disruptions brought on by the COVID-19 pandemic. To face these shortages, automakers were able to raise prices and focus production on models with higher margins, while suppliers could not rely on similar strategies.

于2023年，全球汽车制造商的息税前利润率（EBIT margin）较汽车供应商高出三个百分点。自2020年以来，这一趋势持续存在，彼时由于COVID-19疫情引发的供应链中断，原始设备制造商（OEMs）的利润率在零部件领域超越了供应商。面对这些短缺，汽车制造商得以提升产品价格，并将生产重点转向利润率更高的车型，而供应商则无法依赖类似策略。

搜集汇总

背景与挑战

背景概述

该数据集统计了2018年至2024年全球汽车原始设备制造商（OEMs）和供应商的年度息税前利润率，涵盖15家OEMs和100家供应商。数据显示，2024年OEMs的利润率高于供应商，但较前几年显著下降，反映了新冠疫情后供应链中断对行业盈利趋势的影响。