汽车行业深度:特斯拉及新势力 小鹏零跑新车亮眼 车企加码智驾与机器人

国盛证券有限责...
06 May

特斯拉:行业竞争激烈,汽车销量承压影响业绩。2024 年至今,全球新能源市场整体向好,国内受益政策补贴、新车型持续增加,自主新车数量多且定价激进,国内新能源车增长势头较强,欧洲市场在碳排法规推动下有改善的趋势,美国电动化进程持续推进,特斯拉近期仅推出modely 焕新版,且调价力度弱于自主品牌,销量承受压力,2024&2025q1,特斯拉交付179/34 万辆,同比-1.1%/-13%,其中国内...

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