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摩通:料2025年中國新能源車銷售佔比達35%
格隆匯 10-08 17:07
格隆匯10月8日丨摩根大通看好中國新能源車市場前景,料到2025年,中國汽車銷量有35%來自新能源汽車,而消費者購買新能源車最重要考慮之一是充電裝置在內的基礎設施是否完備。目前內地充電公共樁市場三足鼎立,特銳德旗下特來電(23%)、星星充電(23%)及國家電網(20%)分居一、二、三位。 摩根大通預計,至2025年中國新能源車年銷量將超過1000萬輛,使新能源車累計數量達3700萬輛,該行假設新能源車與充電樁的比率由1:1(官方於2015至20年目標)提高至3:1(流動比率),隱含的充電樁總數介乎1200至3700萬臺,較今年8月200萬臺增長6至18倍。
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