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特斯拉概念板塊大漲 Model Y大幅降價近15萬元 銷售預定火爆
格隆匯 01-04 09:35

 格隆匯1月4日丨特斯拉概念板塊開盤大漲,模塑科技、雅化集團、凌雲股份、旭升股份、拓普集團漲停,亞瑪頓、三花智控、銀輪股份等集體高開。

消息面上,特斯拉Model Y長續航版起售價為33.99萬元,此前為48.8萬元,大幅降價近15萬元,銷售預定火爆。

中信證券研報稱,特斯拉國產Model Y正式發售,價格相較之前進口版本大幅下調,有望拉動終端需求大幅提升,疊加歐洲出口需求,產業鏈公司有望顯著受益。

興業證券預計國產Model Y 市場容量達到112-228萬輛/年,堅定看好以看好以MY為代表的新車型大週期帶來行業需求超預期的增長。預計2021年國產MY銷量達到24.5萬輛,成為爆款車型。

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