编者按:瑞银证券于3月25日发布了关注中国两轮车行业的研究报告,为该行首次对这一领域的覆盖解读。瑞银分析师与小牛电动(未评级)管理层举行了一次电话会议,主要要点如下:第一,自 2024 年九号公司取得成功后,小牛电动采取了面向低线城市的高端铅酸车型战略。借助新产品推出和经销商拓展,小牛电动预计 2025 年国内市场销量将增长 40%-70%,达到 110 万 - 130 万辆,高于行业 100 ...
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