极速快3

XINNENGYUAN

当前位置: 深圳汽车网>> 新能源>>正文

极速快3TESILAGAINIANGUYANXUQIANGSHI XINNENGYUANCHEGAOCHENGZHANGLUOJIWEIBIAN

LAIYUAN:SHENZHENQICHEWANG   ZUOZHE:MEISAIDA   2020NIAN02YUE06RI

YUANBIAOTI:TESILAGAINIANGUYANXUQIANGSHI XINNENGYUANCHEGAOCHENGZHANGLUOJIWEIBIAN LAIYUAN:ZHONGGUOJINRONGXINXIWANG

新华财经北京2月6日电(记者闫鹏)近日,受宁德时代确认供货特斯拉消息影响,A股特斯拉相关概念股上演火爆行情,2月5日宁德时代、比亚迪等多只个股触及涨停。分析认为,特斯拉牵手宁德时代将进一步提升特斯拉的国产化率,肺炎疫情对新能源汽车行业影响为短期利空,在行业政策整体偏友好的背景下,叠加特斯拉鲶鱼效应持续发挥作用,新能源汽车行业有望实现较好的复苏。

极速快3——NINGDESHIDAIQUERENGONGHUOTESILA

2YUE3RI,NINGDESHIDAIGONGGAOCHENGNIYUMEIGUOTESILAYIJITESILA(SHANGHAI)QIANDINGCAIGOUXIEYI,GONGYINGDONGLIDIANCHICHANPIN。MUQIAN,NINGDESHIDAIYIYUMEIGUOTESILAQIANDINGXIEYI,GONGHUOQIXIANWEI2020NIAN7YUE1RIZHI2022NIAN6YUE30RI,TESILADECAIGOULIANGJIANGGENJUZISHENXUQIUYIDINGDANFANGSHIQUEDING。

极速快3NINGDESHIDAI2011NIANCHENGLIYUFUJIANNINGDE,ZHUANZHUYUXINNENGYUANQICHEDONGLIDIANCHIXITONG、CHUNENGXITONGDEYANFA。GAOGONGCHANYANLIDIANYANJIUSUO(GGII)DESHUJUXIANSHI,JINGGUOJIN10NIANDEJILEI,NINGDESHIDAIDONGLIDIANCHIGUIMOZHANBIZAIGUONEICHAOGUO50%(ZHUANGJILIANG31.46GWh),YESHIQUANQIUDIYI(ZHANBI29%),CHANPINZAIANQUANXING、XUHANGLICHENG、XUNHUANSHOUMINGDENGFANGMIANJUYOUYOUSHI,TONGSHIPINGJIEDUIGONGYINGSHANGJIQIANGDEZHANGKONGNENGLI,CHENGBENJIAOHAIWAITONGXINGDI15%ZUOYOU,ZAISHICHANGSHANGZONGHEJINGZHENGYOUSHIMINGXIAN。

极速快31YUE30RI,TESILAPILUDE2019NIANSIJIDUCAIBAOXIANSHI,2019NIANTESILAGONGJIAOFU36.7WANLIANG,TONGBIZENGZHANG49.8%,BINGQIEKUCUNZHOUZHUANTIANSHUJIN11TIAN,SHICHANGXUQIUQIANGJING。JIModel3LIANGCHANZHIHOU,XINYIDAIZHULICHEXINGModelYYIYU2020NIAN1YUEKAISHILIANGCHAN,JIHUATIQIANZAI2020NIANYIJIDUDIKAISHIJIAOFU。

特斯拉作为新能源汽车产业变革的引领者,在产能扩张持续超预期的情况下,动力电池供应现明显缺口。目前,特斯拉的主要动力电池供应商为日本松下、韩国LG化学。松下是特斯拉的“老搭档”,年动力电池产能约为35GWh,而LG化学主要为特斯拉(上海)做配套供应,但供应协议规模相对较小。东吴证券预计,特斯拉2020年全球销量将超过56万辆,对应动力电池需求约为42GWh,电池供应存在较大缺口,宁德时代有望成为主力供应商之一。

极速快3YENEIRENSHIRENWEI,ZAININGDESHIDAIQIERUTESILAGONGYINGLIANDETONGSHI,YUDAZHONG、BAOMADENGQUANQIUZHULIUCHEQIGONGHUOSHANGGUANXIJUNYIQUEREN,CHONGFENTIXIANCHUNINGDESHIDAICHANPINXINGNENGYOUSHI。TONGSHI,JIYUCHENGBENJIANGDIJIGONGYINGLIANANQUANKAOLV,TESILAQIANSHOUNINGDESHIDAISHIDASHISUOQU,BINGJIANGTIGAOTESILAGUOCHANHUALV,YOUZHUYUJINYIBUKAITUOZHONGGUOSHICHANG。

——AGUTESILAGAINIANGUYANXUQIANGSHI

CONG2019NIANDISANJIDUKAISHIYINGLIYILAI,TESILA(TSLA.US)DEGUJIACHIXUBUDUANFEISUZENGZHANG。ZAITESILAQIANYUEXINDELIDIANCHIGONGYINGSHANGNINGDESHIDAIDEXIAOXICHUANCHUHOU,MEIGUOSHIJIAN2YUE3RI,TESILAPANZHONGCHUXIANYIDONG,JIEZHISHOUPANZHANGFUDA19.89%。CIRI,TESILAPANZHONGYIDUZHANGCHAO24%,BIJIN1000MEIYUAN,BUGUOZUIZHONGSHOUPANJIAWEI887MEIYUAN,SHANGZHANG13.73%,SHIZHI1598.88YIMEIYUAN。

随着特斯拉股价飙升,A股市场相关概念股遥相呼应,2月5日再次掀起涨停潮。截至当日收盘,宁德时代、比亚迪、永太科技智慧松德等二十余只个股盘中触及涨停。尤其是宁德时代,从2月3日开市以来,连续3个交易日内上涨23.67%,市值增长700多亿元。

之前,招商证券在参照“非典”时期行情演进后,认为A股在2月3日开市后,仍将处于本轮肺炎疫情尚未缓解的恐慌阶段,前期景气度较高且受疫情影响相对有限的电子、新能源汽车、传媒、计算机会成为避险板块。

XIANZAILAIKAN,SUIZHECHUNJIEJIAQIJIESHUHOUDIYIGEJIAOYIRIKONGHUANGQINGXUDEJIZHONGSHIFANG,AGUDUOSHUBANKUAICHUXIANJIEDUANXINGGUZHIWADI,DIEJIATESILAGUJIAQIANGSHIBIAOXIANDAIDONG,XINNENGYUANQICHEBANKUAICONGFANGYUZHUANWEIJINGONG,HUODESHICHANGZIJINDALIANGBURU,YOUQITESILACHANYELIANDEXIANGGUANGONGSIGENGSHISHOUDAOREPENG。

PINGANZHENGQUANYANBAORENWEI,JINGUANCICIYIQINGDUISHICHANGXINGCHENGDUANQICHONGJI,DANGAOJINGQIDEXINNENGYUANQICHECHANYELIAN、5GCHANYELIAN、DIANZIXINGYE、SHENGWUYIYAODENGXINXINGXINGYERENGJIANGWEICHIQIANGSHI。YIFANGMIAN,ZHENGCEDENIZHOUQIDIAOJIELIDUHUOJIANGYOUSUOJIAQIANG,HOUXUJINGJIHUOJIANGSHOUYIYUNIZHOUQIZHENGCEDEFALIZAIDUQIWEN;LINGYIFANGMIAN,CHUANGYEBANYEJIYUGAOXIANSHI,2019NIANCHUANGYEBANYINGLIHUOJIANGGAISHAN,GAOJINGQIDEXINXINGXINGYERENGJIANGWEICHIXIANGDUIQIANGSHI。

极速快3——XINNENGYUANQICHEGAOCHENGZHANGLUOJIWEIBIAN

极速快3YENEIJIGOUPUBIANRENWEI,FEIYANYIQING“HEITIANE”SHIJIANDUIXINNENGYUANQICHEXINGYEDEYINGXIANGZONGTISHANGPANDUANWEIDUANQILIKONG,2020NIANYIJIDUXINNENGYUANQICHECHANYELIANCHANXIAOYIJIYINGLIKENENGDIYUYUQI,BUGUOCONGZHANGQILAIKAN,XINNENGYUANQICHEGAOCHENGZHANGLUOJIBUBIAN。XINGYEZHENGCEZHENGTIPIANYOUHAO,DIEJIATESILANIANYUXIAOYINGCHIXUFAHUIZUOYONG,XINNENGYUANQICHEXINGYEYOUWANGSHIXIANJIAOHAODEFUSU。

极速快3ZHONGJINGONGSIRENWEI,2019NIANSHIZHONGGUODIANDONGQICHECHANYELIANXIAOLIANGXIANGDUIZOURUODEYINIAN。BUTIEDAFUTUIPODIEJIAGUOJINDEXIANJINLIU,DAOZHIXINGYEXUQIUXIAHUA,QIYEYINGLINENGLIDAFUJIANRUO,XIPAIJIAJU。ZHONGJINGONGSITONGGUODUI2019NIANQUANCHANYELIANJINXINGLEFUPANSHULIHOUFAXIAN:OUZHOUSHICHANGZAILONGTOUCHEQIQUANMIANDIANDONGHUADEQINGKUANGXIA,ZENGSUYOUJIXUJIAKUAIDEQUSHI;GUONEISHICHANGJINGLIZHIANSHIKEZHIHOUJIANGYINGLAIXINDEYILUNZHILIANGGENGGAODEZENGZHANG,ZHANZAIDANGQIANSHIDIANSHANGRENWEIXINNENGYUANQICHEXINGYELINDONGYIQU、CHUNTIANZAIWANG。

极速快3ZAIBOHAIZHENGQUANKANLAI,2020NIANQUANGUOCAIZHENGGONGZUOHUIYISHIGE5NIANZAICIMINGQUEZHICHIXINNENGYUANQICHEFAZHAN,GONGXINBUBUZHANGMIAOWEIZAI1YUE20RIGUOWUYUANXINWENBANXINWENFABUHUISHANGBIAOTAIXINNENGYUANQICHEBUTIETUIPOZHENGCEKENENGYAOPINGHUANYIXIE。YUJI2020NIANXINNENGYUANQICHEBUTIEZHENGCEXIANGHAODINGDIAO,TONGSHIJIEHETESILASHANGHAICHAOJIGONGCHANGJINZHANCHAOYUQI,YUJIXINNENGYUANQICHEDAGAILVHUIFUGAOSUZENGZHANG。

华创证券指出,特斯拉成功地引领汽车科技化趋势,正在加剧全球汽车产品电气化进程。这不仅驱动了全球新能源汽车产业长期前景乐观情绪的上升,也将打开中国新能源汽车厂商及核心零部件供应商(如锂电产业链)的成长空间,有利于新能源汽车板块短期估值中枢上移。

具体而言,长城证券极速快3认为,特斯拉产业链迎来发展机遇,重点关注Model 3零部件供应商。特斯拉国产化后将更多基于本土供应链研发,国产零部件公司迎来重大发展机遇,建议关注单车配套价值量较高的公司。

上一篇:柳城:电动汽车搭载小广播 疫情防控宣传接地气

下一篇:江淮汽车安进:带领江淮人稳步向前

var _hmt = _hmt || []; (function() { var hm = document.createElement("script"); hm.src = "https://hm.baidu.com/hm.js?be055eb5acfdc25d3bd72279b8418725"; var s = document.getElementsByTagName("script")[0]; s.parentNode.insertBefore(hm, s); })();