里昂报告指,观察到比亚迪(01211.HK) 正重返其擅长的规模经济舒适圈,认为“颠覆性”快充技术与第二代刀片电池推出,将扩大其与同业的技术差距。鉴于比亚迪在研发商业化方面的领先能力,预估成本增幅有限。该行指,产业成本通胀与需求疲软显示车企逼近生存边缘,因此预期比亚迪采取的替代性价格战(技术领先功能战)策略,将有助其夺回去年流失的市占,并为该行看好比亚迪出口的论点铺平道路。该行重申对比亚迪“高度...
Source Link里昂报告指,观察到比亚迪(01211.HK) 正重返其擅长的规模经济舒适圈,认为“颠覆性”快充技术与第二代刀片电池推出,将扩大其与同业的技术差距。鉴于比亚迪在研发商业化方面的领先能力,预估成本增幅有限。该行指,产业成本通胀与需求疲软显示车企逼近生存边缘,因此预期比亚迪采取的替代性价格战(技术领先功能战)策略,将有助其夺回去年流失的市占,并为该行看好比亚迪出口的论点铺平道路。该行重申对比亚迪“高度...
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