“
招商证券指出，近期，德国政府包括德系车企在新能源汽车市场上动作频频，继德国政府上调电动车补贴，大众也上调了未来5年年电动车投入目标，宝马也公布电池采购大单，并追加对我国新能源中游电池厂商宁德时代的采购额和采购比例。此次德系车企电动化进程再加速，将推动海外电动车开启新一轮增长，与此同时，中国的中游厂商在配套电池产业上目前已发展较为成熟，在全球电动车中游产业链中具有较强的竞争力，未来进一步提高全球电动车供应链渗透率只是时间问题，中游厂商持续受益。
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