觀點 | 中信證券稱新能源汽車低谷已過,建議把握全球電動化供應鏈優質標的機會
中信證券指出,國內新能源汽車8月銷量10.9萬輛,環比+11.7%,同比+25.8%,符合市場預期。疫情後期行業穩步復甦,新能源汽車產需端持續恢復,需求將逐步釋放。
考慮:1)國內疫情影響基本消除,2)新車型逐步投放刺激市場需求,3)政策環境回暖,在政策支持疊加疫情壓制今年上半年需求的背景下,預計新能源汽車全年銷量前低後高。
歐洲市場繼續爆發增長,行業長期增長趨勢明確。中長期看,全球新能源汽車產業鏈已經步入高速成長階段,當前時點繼續建議把握全球電動化供應鏈(尤其是特斯拉供應鏈)優質標的機會。
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