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多重利好支撐 特斯拉概念股持續強勢
格隆匯 01-07 09:54
格隆匯1月7日丨特斯拉概念股今日繼續走強,奧特佳、永利股份、天汽模等多股漲停,萬豐奧威觸及漲停,旭升股份、文燦股份等跟漲。消息面上,今天下午,特斯拉創始人埃隆·馬斯克將出席特斯拉中國製造Model 3向社會用户的首次交付儀式。屆時特斯拉還將啟動Model Y項目,並正式宣佈開啟國產Model Y的預訂。此外,近日,特斯拉發佈國產Model3版本的官方降價,價格由此前的補貼後價格33.105萬元降至29.905萬元,價格降至30萬元以下,降價節奏和力度超出市場預期。機構認為,特斯拉計劃通過採購更多的國內零部件來降低成本,從而減少零件進口以避免關税成本,預計三季度國產化率將提升至80%以上,單車毛利率甚至有望突破30%,隨着Model Y三季度全球同步投產,未來將會帶來新的增長點,預計2020年全球銷量有望突破50萬輛。
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