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A股異動丨奧聯電子漲停 全國財政工作會議首提支持新能源汽車發展
格隆匯 12-31 13:56
格隆匯12月31日丨奧聯電子(300585.SZ)漲停,報16.86元,總市值27億元。

全國財政工作會議近日在北京召開。會議提到,着力推進創新發展和產業升級,大力促進實體經濟健康發展。推動產業轉型升級,支持新能源汽車發展。2020年財政工作會議首提支持新能源汽車發展,超市場預期,政策拐點確立,明後年補貼政策預計也將超預期。大眾明年首款MEB平台車ID3年中上市,Tesla國產Molel3第一批交付,Model Y提速,明後年海外車企有近50款全新電動平台車型上市,新車型帶來的超級產品週期值得期待。機構認為,鈷開始反彈、鋰見底,明年銷量和政策均為大年。奧聯電子控股子公司南京奧聯新能源有限公司專注新能源汽車關鍵零部件開發,開發和銷售的產品包括電動汽車整車控制器VCU、高壓配電箱、EV減速器、EV專用2檔AMT等產品。
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