【太平洋新能源】新能源+AI周报:新能源+AI持续延伸,反内卷继续深化(第20期20250803-20250809)

新产业势能
Aug 12

核心观点行业整体策略:新能源+AI持续延伸,反内卷继续深化新能源+AI、固态电池是我们关注两大弹性方向,目前看有望成为电动车、光伏、锂电走出大底部的核心抓手;“反内卷”是底部的“助攻”。新能源汽车产业链核心观点:中下游新周期已开启1、重视下游生态变革与分化,宁德时代、小米等受益。1)7月多家车企交付创新高:零跑交付50129辆,小米超3万辆,小鹏36717辆,新势力持续分化。2)宁德时代与神州租车...

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