特斯拉概念午後爆發 寧德時代等漲停
數據顯示,特斯拉3月的新車銷量佔到了中國電動車市場份額的30%。根據乘聯會的數據,特斯拉2月份的銷量約為3900輛,1月份為2620輛。3月超過1萬輛的單月銷量對特斯拉來説是一個非常迅速的進步。
3月特斯拉成國內電動車市場最大贏家,昨夜特斯拉股價大漲13.6%,收於650.95美元,最新市值為1196億美元,而催化劑則是上海工廠取得重大進展,4月10日,國產後驅長續航版Model3上市。這是特斯拉上海超級工廠投產的第二款車型,最大亮點是續航里程高達668km。
受此影響,帶動相關個股,今日午後,特斯拉概念股掀起漲停潮。截至收盤,勝利精密、常鋁股份、滄州明珠、寧德時代等股漲停,璞泰來、旭日股份等其他多股不同程度跟漲。

有分析説特斯拉全球工廠或許出現調整,現在外圍國家疫情嚴重,特斯拉全球150家工廠停產,中國工廠或成為“避風港”。而我國新能源汽車長期有增速,中國汽車工業協會發布2020年3月份汽車產銷數據,國內新能源汽車3月銷量5.3萬輛,同比減53.2%,環比大增301.3%。
今天漲停的世運電路是特斯拉汽車PCB的主力供應商,在特斯拉的市場份額獎金20%,是其PCB最主要的供應商之一。

其實世運電路在國產PCB行業中規模不算大,只是二線企業,但開拓汽車PCB領域叫早,投入也大,目前已取得不少優質汽車客户的認可,松下(Panasonic)、三菱(Mitsubishi)、特斯拉(Tesla)、矢崎(Yazaki)等相繼成為公司客户,今年公司又取得 SQ mark,成功進入韓國汽車 PCB 市,公司已經躋身2018 年全球汽車用 PCB 供應商前20 名。

常鋁股份公司是特斯拉概念股,公司主要從事於鋁板帶箔的研發、生產和銷售,其產品涵蓋空調鋁箔、合金鋁箔等多個品種,主要用於下游空調器散熱器和汽車熱交換系統用鋁材的生產製造,其中家電行業以的空調生產商居多,汽車行業以汽車熱交換系統整體解決方案提供商居多,如Valeo、Behr的全球採購體系。
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