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A股異動 | 新能源概念股集體走強 9月電動車滲透率創新高 有望提升產業鏈利潤
格隆匯10月13日丨新能源板塊集體上漲,其中中穎電子漲11%,天合光能漲10%,金辰股份,鳳凰光學漲停,風華高科,奧特維,國民技術漲8%,鵬輝能源漲6%,比亞迪,中鼎股份漲5%。10月12日,乘用車市場信息聯席會發布了9月乘用車市場數據。今年以來持續火熱的新能源市場繼續逆勢增長,9月新能源乘用車零售銷量達33.4萬輛,同比增長202.1%,環比增33.2%。9月新能源車國內零售滲透率21.1%,1-9月滲透率12.6%,較2020年5.8%的滲透率提升明顯。9月,自主品牌中的新能源車滲透率36.1%;豪華車中的新能源車滲透率29.2%。川財證券指出,新能源汽車銷量高速增長將帶動鋰電池需求增長,鋰電池產業鏈相關企業利潤有望持續提升。另外,目前充電樁增長速度明顯慢於新能源汽車增長速度,預計充電樁建設將會提速。

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