PC 车窗会掀了福耀玻璃的桌子吗?

莫书房
Dec 21

在商业世界里,龙头企业最怕的从来不是同业之间的 “贴身肉搏”,而是突然冒出来的颠覆性产品,直接 “掀桌子” 改游戏规则。有一些福耀玻璃的投资者在担心:PC 车窗,会不会就是那个给福耀玻璃 “掀桌子” 的选手?聊聊我的看法,先给结论:PC 材料替代汽车玻璃,目前还只是 “小范围试水”,未来十年难成主流,更谈不上对福耀这类行业龙头构成实质性冲击。先理清一个基础认知:PC 材料虽常被叫做 “有机玻璃”,...

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