国信证券发布研报称,国内汽车行业经历2001-2010年十年行业高增长黄金时代后,当前中国汽车行业逐步由成长期步入成熟期。随着我国汽车的销量年化增速也逐年放缓,个位增速将逐渐成为常态化,而在早期的汽车工业总量红利也将逐渐淡化。新能源汽车市占率的提高,使传统燃油车产能过剩、新能源产能快速扩张,行业面临新旧切换时点(此消彼长),结构性增长犹存。新能源汽车进入成长期中后段,车企竞争白热化,品牌化和全球化...
Source Link国信证券发布研报称,国内汽车行业经历2001-2010年十年行业高增长黄金时代后,当前中国汽车行业逐步由成长期步入成熟期。随着我国汽车的销量年化增速也逐年放缓,个位增速将逐渐成为常态化,而在早期的汽车工业总量红利也将逐渐淡化。新能源汽车市占率的提高,使传统燃油车产能过剩、新能源产能快速扩张,行业面临新旧切换时点(此消彼长),结构性增长犹存。新能源汽车进入成长期中后段,车企竞争白热化,品牌化和全球化...
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