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充電樁板塊拉昇走強 通合科技、銀河電子漲停
格隆匯 03-17 13:24
格隆匯3月17日丨充電樁板塊拉昇走強,通合科技、銀河電子漲停,合康新能、金盃電工逼近漲停,思源電氣、九州電氣、國電南自等跟漲。充電樁為新基建七大重點領域之一。2020年中央多次強調部署“新基建”相關任務,在新形勢下我國“新基建”將發揮“補短板”與“促創新”的重要作用,並有望成為政策重要的着力點。機構認為,充電樁設備市場本質屬於傳統電源設備,行業競爭格局較為分散,並呈現週期性特徵。基於“新基建”背景,預計充電樁基礎設施建設望加快,整體充電樁設備製造市場望呈現週期向上的特徵,預計國內2025年充電樁設備合計市場約百億元。運營市場跟隨新能源車保有量數量擴大,具備藍海潛力,隨着用户規模增長,充電樁運營企業有望以更加針對性和多樣化的增值服務方式實現用户價值變現,預計運營市場2021年可達340億元。
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