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中信证券：当前如何看新能源汽车产业链投资机会？ _ 东方财富网

Published: July 22, 2021

【中信证券：当前如何看新能源汽车产业链投资机会？】特斯拉引领全球，欧洲高增速延续，北美触底回升。继续推荐供应链具备全球竞争力的优质企业，重点关注特斯拉、大众MEB、LG化学、宁德时代的供应链。 　　新能源汽车已经从补贴驱动跨越至市场驱动，步入了1-N的高速成长阶段，且全球景气持续共振向上，尤其是中国、欧洲渗透率急剧提升，美国电动化重启。中长期看，我们判断2025年全球新能源汽车渗透率有望接�...

Source: eastmoney.com

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