充電樁概念股直線拉昇 特斯拉加快建設充電樁
格隆匯1月8日丨充電樁概念股直線拉昇,動力源漲停,奧特迅漲超8%,科林電氣漲超7%,和順電氣、萬馬股份等跟漲。國金證券指出,特斯拉2020年計劃新增充電樁4000個,約為過去5年建設總量的2倍。2019年11月份單月及累計新增公共樁增長明顯提速。短期充電量呈現季節性提升,中長期充電運營市場長期空間大。地方補貼加速從“補樁”到“補電”,2020年充電設施補貼政策落地將利於充電運營行業更好發展。國金證券表示,重點關注具有先發優勢、資金規模、品牌效應的龍頭運營企業仍然將在充電樁數量、充電量份額上佔據絕對領導地位;其次建議關注直流充電整機制造商、充電模塊等電力電源製造商。
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