金吾财讯 | 中金公司发研报指，交通部门主要依托发展新能源汽车，加快城市公共交通工具电气化，完善充电桩等基础设施，推进绿色船舶应用和岸电改造等方式，提高行业电气化水平。在政策支持叠加技术进步的带动下，中国电动汽车市场呈现出快速增长。2024年，中国新能源汽车销量达到1287万辆，新能源车渗透率快速提升至41%。该机构预计，到2030年中国新能源车渗透率有望达70%以上。同时，新能源汽车的蓬勃发展带动着动力电池规模增长，与之相匹配的绿色基础设施，包括用于新能源汽车所需的充电桩、换电桩、加氢站等，也需要加速建设。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.