比亞迪(01211.HK):內地電動車市場已進入慘烈淘汰賽階段
比亞迪(01211.HK)董事長王傳福於北京舉行的汽車百人會論壇表示,新能源汽車正處於「喜憂參半」的發展局面,估計新能源汽車滲透率在3個月內或可以達到50%,並主導市場。他亦指目前內地新能源汽車市場空間仍然很大,不過同一時間留意到市場的競爭日趨激烈,並已入慘烈的淘汰賽階段。
他續指內地汽車工業經歷了70年的發展,已經進入了結構性調整,產業集中度提升是必經階段。至於內地新能源汽車經歷20年的培育和壯大,亦已進入周期性調整階段,未來「智電融合」將會是發展方向。他亦建議相關企業應盡快形成規模效應及營造品牌優勢。
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