每经AI快讯,中信建投(601066)研报表示,电动车行业每年在终端旺季来临时有较强驱动,预计2—4月是行业终端数据逐步走强的时刻,有望上修全年预期。电动车方面,预计2025年国内电车销量1560万辆,但仍存在上修预期,关键时点在3、4月;美国尽管受到IRA补贴预算停止影响,1月销量仍有12%同比增长,打消市场担忧;欧洲九国1月同比增长26%也表现强势,为2025年碳排放打好开局。供给侧经历2年的...
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