高盛:预计今年中国新能源汽车销量年增约30%

美港电讯
15 Jan

【高盛:预计今年中国新能源汽车销量年增约30%】金十数据1月15日讯,随着中国的汽车补贴政策延长,投行高盛预计,今年中国新能源汽车销量年增约30%,从而创造健康的需求环境,而行业竞争焦点将转向自动驾驶。高盛的报告指出,预计今年中国乘用车市场零售量将增长3%,新能源汽车渗透率将上升至60%,意味着新能源汽车销量年增约30%;2025年内将有120款新型新能源汽车上市(2024年为112款),随着代工厂商去年获利能力提升,未来市场竞争将持续激烈。该行预计,新能源汽车的竞争焦点正在从硬件转向软件,从基础的ADAS(高级辅助自动驾驶)功能转向以NOA(自动驾驶导航)为重点的高级ADAS(或AD高阶自动驾驶)功能。

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