核心观点行业整体策略:继续重视新能源龙头,新方向提供弹性锂电等新能源核心产业链大拐点越来越明显,重视新能源龙头的布局窗口期。新能源汽车产业链核心观点:中下游新周期已开启1、下游智能电动车新产品不断发力,宁德时代、亿纬锂能等受益。重视产品力强的产业链,如小鹏总体方案类似特斯拉,长期成长持续性有望超预期:小鹏上半年汽车交付量达19.72万辆,同比增长279%,其中第二季度交付超10万辆创新高;预计...
Source Link核心观点行业整体策略:继续重视新能源龙头,新方向提供弹性锂电等新能源核心产业链大拐点越来越明显,重视新能源龙头的布局窗口期。新能源汽车产业链核心观点:中下游新周期已开启1、下游智能电动车新产品不断发力,宁德时代、亿纬锂能等受益。重视产品力强的产业链,如小鹏总体方案类似特斯拉,长期成长持续性有望超预期:小鹏上半年汽车交付量达19.72万辆,同比增长279%,其中第二季度交付超10万辆创新高;预计...
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