康迪科技与涛涛车业的北美非公路车之争:创新与性价比的碰撞

投资家
Sep 17, 2025

在美国的高尔夫球场、社区街道、大型商超Costco和Lowe's的货架上,一场关于中国电动非公路车的竞争正在悄然上演。主角是两家来自浙江的企业,康迪科技(KNDI.US)和涛涛车业(301345.SZ)。康迪科技走的是一条“技术驱动、生态赋能”的路径,董事长董学勤在2025年提出了清晰的“三海战略”:品牌出海、智造出海、生态出海。涛涛车业则凭借中国供应链的优势,将“性价比”玩转到极致,其主力车型...

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