高盛研究分析指，据该行自下而上分析，料内地电动车今年内产能将增加250万辆，较2023及24年的550万及320万辆增速有所放缓，但产能仍按年增13%。截至去年，国内十大汽车制造商市占率不足80%，市场仍相对分散，相较于其他已成熟市场为90%。该行认为去年及今年首5月的170万及130万辆电动车销售，是由政府以旧换新政策推动；料今年全年电动车销售达240万辆。另外，该行指行业首季财务状况出现恶化，...
Source Link高盛研究分析指，据该行自下而上分析，料内地电动车今年内产能将增加250万辆，较2023及24年的550万及320万辆增速有所放缓，但产能仍按年增13%。截至去年，国内十大汽车制造商市占率不足80%，市场仍相对分散，相较于其他已成熟市场为90%。该行认为去年及今年首5月的170万及130万辆电动车销售，是由政府以旧换新政策推动；料今年全年电动车销售达240万辆。另外，该行指行业首季财务状况出现恶化，...
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