國軒高科易主停牌或實錘大眾入主，A股新能源板塊紛紛大漲
5月19日晚，國軒高科公告稱，公司近日收到實際控制人李縝及其一致行動人的通知，正在籌劃股權轉讓事宜，擬向戰略投資者轉讓其持有的部分公司股權並涉及其他表決權安排，可能導致公司第一大股東及實際控制權的變更。公司股票自5月20日起停牌。
4月20日國軒高科便因“大眾汽車集團將通過以7.4億美元（約合人民幣52億元）定向增發不超過30%的股份及協議轉讓部分股權的方式成為該公司的第一大股東，並將會在未來3年逐步增持股份直至成為控股大股東”。
加上此次停牌易主，着實讓市場對買家的身份充滿想象。
受此消息影響，今日A股新能源板塊紛紛大漲，截止發稿時間，總共有10家公司漲停，權重股寧德時代大漲6.59%。
同時帶動汽車整車板塊，截至發稿時間江淮汽車，力帆股份漲停，*ST夏利，眾泰汽車，北汽藍谷等個股紛紛跟漲。
根據艾媒諮詢數據顯示，2018年中國新能源汽車產銷量突破100萬輛，產銷規模連續三年位居全球第一，逐步形成完整產業鏈條，而在全球，根據彭博新能源財經（BNEF）近日發佈最新《新能源汽車市場長期展望》報告指出，到2040年，新能源汽車在全球乘用車銷量的佔比預計達58％，在乘用車保有量的佔比達31％。除乘用車外，新能源車在公交車保有量的佔比將達67％。
當前全球新能源乘用車保有量為700萬輛，新能源客車保有量超過50萬輛，新能源物流配送車和卡車保有量接近40萬輛，電動兩輪摩托車（包括摩托車、輕便摩托車和踏板式摩托車）保有量達1.84億輛。全球新能源客車和電動兩輪摩托車保有量最大的市場是中國。
興證電新指出上調2020年歐洲銷量至100萬輛。歐洲多數國家電動車已經實現採購平價，假定免徵增值税落實，則變動採購價格優勢，疊加使用成本優勢明顯，那麼歐洲市場在降價20%-25%，上調2020年歐洲銷量至100萬輛，同比翻倍。
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