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港股異動 | 特斯拉概念股繼續走強 首批國產特斯拉電動車交付 本土產業鏈迎機遇
格隆匯 12-31 10:20
格隆匯12月31日丨港A兩市特斯拉概念股繼續走強,港股中,贛鋒鋰業(1772.HK)漲逾5%,福耀玻璃漲逾1%。A股中,文燦股份、京投發展漲停,天齊鋰業漲逾7%,贛鋒鋰業、東山精密漲逾4%。首批15輛國產特斯拉Model 3昨日正式交付給客户,該交付時間比特斯拉之前在中國官網預告的2020年一季度大幅提前。據悉,特斯拉上海工廠的產能目前已達每天280台汽車,下一步產能還將繼續提升。同時,中國產特斯拉的零部件本地化率也會從現在的30%,逐步在2020年底提升到完全國產化。業內人士稱,在國內新能源車市補貼削減、銷量下滑之時,特斯拉大舉入局,依靠本土化大幅降低生產成本,將形成“鮎魚效應”,可能為本土電動車企業提供一個“行業標杆”。從全球視角看,中國汽車電動化供應鏈最為完善,眾多環節中的“龍頭”企業已經具備全球競爭力,投資價值凸顯。
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