(来源:GF汽车团队)核心观点写在前面:考虑到新能源乘用车26年在政策端(购置税技术调整要求+定比例以旧换新补贴+反内卷)、供给端(大电池PHEV等集中上市)和需求端均有新变化,本篇报告主要尝试从终端需求的视角,测算国内(不含出口,下同)新能源车26年单车带电量的提升幅度,以及对其背后的驱动力进行拆解。我们预计26年新能源乘用车单车带电量同比提升15.0%。根据交强险,测算方法如下:(1)选取占...
Source Link(来源:GF汽车团队)核心观点写在前面:考虑到新能源乘用车26年在政策端(购置税技术调整要求+定比例以旧换新补贴+反内卷)、供给端(大电池PHEV等集中上市)和需求端均有新变化,本篇报告主要尝试从终端需求的视角,测算国内(不含出口,下同)新能源车26年单车带电量的提升幅度,以及对其背后的驱动力进行拆解。我们预计26年新能源乘用车单车带电量同比提升15.0%。根据交强险,测算方法如下:(1)选取占...
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