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机构:下半年新能源汽车市场高增长态势将延续_我的网站

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A |     

【环球网科技综合报道】9月14日消息,日前中信证券指出,今年上半年行业维持高景气度,整车产销量稳健增长,旺盛的下游需求带动锂钴资源、锂电设备、电解液、正极材料等中上游产业全面成长,营收及利润水平持续提升。值得一提的是,不久前中国汽车工业协会也发布统计分析报告指出,2022年8月,汽车出口再创历史新高,历史上首次超过30万辆。2022年8月,汽车出口30.8万辆,环比增长6.2%,同比增长65%。其中,8月新能源汽车出口8.3万辆,环比增长53.6%,同比增长82.3%,呈现高速增长势头。    (ECNS) -- Shanghai is accelerating its digital transformation under a new blueprint for the 15th Five-Year Plan period (2026-2030), with a focus on breakthroughs in 6G technology and next-generation digital infrastructure. The city plans to advance the commercial deployment of 6G and develop intelligent experimental networks. It will also expand 5G-A coverage across a wide range of scenarios and strengthen links with the "Thousand Sails Constellation" satellite internet project.    Beyond communications infrastructure, Shanghai aims to develop into a leading international data processing hub. The city plans to build advanced data centers in key areas including Lingang and Hongqiao, while facilitating cross-border data flows through a more practical negative-list system. The measures are intended to make international data exchanges more secure and efficient for multinational companies and other global businesses.    The plan also places greater emphasis on high-performance computing, including the integration of AI computing and supercomputing resources into a unified service platform. At the same time, Shanghai will deepen digital cooperation with Singapore and BRICS countries, further strengthening its role as a gateway connecting China with the global digital economy.    The strategy underscores China's push to lead the development of next-generation technologies while expanding international cooperation in the digital sector.    (By Intern Lin Qiaochu, Zhang Dongfang)                    。2022年1-8月,新能源汽车出口34万辆,同比增长97.4%。中汽协分析,在传统旺季和政策驱动作用下,市场景气度继续回升,“金九银十”局面可期,预计9月新车销量将同比增长10%-15%。

B | 对此,中信证券预计,随着优质车型加速投放,经济形势回暖向好及多地政策、法规推动,2022年下半年全球新能源汽车市场需求高企,高增长趋势有望延续。而从全球视野看,中国电动化供应链快速发展、最为完善,龙头企业已供应海外,作为全球优质制造资产的价值凸显。

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