汽车出行
伊朗冲突推高印度汽车价格，多家车企宣布4月起涨价
受霍尔木兹海峡关闭影响，Tata Motors、BMW、Audi等多家车企宣布将于2026年4月1日起在印度上调售价。BMW表示调价幅度最高2%，反映物流与原材料成本上涨及印度卢比贬值；Tata Motors商用车最高涨1.5%，乘用车平均涨0.5%。目前印度汽车销量仍处高位，2月乘用车销售达41.77万辆，同比增长11%。但分析机构S&P Global已将印度2026年轻型车产量增速预测从7.4%下调至6.3%。更紧迫的威胁是供应中断：印度约50%天然气进口自卡塔尔，其炼油厂在伊朗袭击后关停，影响铸造、锻造等高温制造工艺，Tata及Mahindra部分工厂已低于满产运营。
Indian automotive might be the first to register a significant impact from the Iran conflict, but cracks are beginning to show elsewhere. By Stewart Burnett By Stewart Burnett March 27, 2026 Several global automakers—Tata Motors, BMW, and Audi—have announced they will necessarily hike sticker prices in India as of 1 April 2026, due to rising materials and logistics costs associated with the closure of the Strait of Hormuz. Nikkei has BMW Group India President Hardeep Singh Brar saying that the adjustments of up to 2% reflect escalating logistics and material costs alongside a depreciating rupee. Tata Motors, for its part, has confirmed it will raise commercial vehicle prices by up to 1.5% and passenger vehicle prices by 0.5% on average, with variations by model. While the hikes are relatively modest, the timing is nevertheless awkward for a regional market that has been experiencing record demand. Passenger car sales in India reached 417,705 units in February, up 11% year-on-year, supported in part by a goods and services tax reduction implemented in autumn 2025. The industry association, Society of Indian Automobile Manufacturers, has flagged concern that a prolonged conflict could ripple across the supply chain, and S&P Global Mobility has already cut its India light vehicle production growth forecast for 2026 to 6.3% from 7.4% before the conflict began. However, the more immediate threat is not price but sheer availability. As it stands, India imports roughly 50% of its natural gas from Qatar, whose refinery has been shut following Iranian attacks. Key suppliers to Tata Motors, Maruti Suzuki, and Mahindra are already reporting gas shortages affecting high-heat manufacturing processes including forging, casting, and paint operations. At least four executives cited in Reuters reporting last week said Tata and Mahindra are operating some factories below capacity. Kirloskar Ferrous, an iron castings supplier, has halted production at one western India facility until