金吾财讯 | 麦格理发布中国电动车市场研究报告，该机构指出，中国电动车月销量已稳定占整体汽车市场超过50%，预计2030年渗透率将达90%。市场整合预计需要3-5年时间，期间以燃油车为主的合资国企将缩减规模，外资大众品牌车企可能陆续退出中国市场。该机构续指，SUV市场将在2025年下半年迎来更激烈竞争。创新技术和丰富的产品线是推动电动车普及的主要动力，但补贴和价格的负面消息可能影响市场情绪。该机构表示，可负担的L2+自动驾驶系统和800V充电技术的进步，使中国制造的电动车在汽车创新领域保持领先地位，并将持续推动采用率提升。
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