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昔日報告:
  22-06-2020 (星期一) 特斯拉國産車突破萬輛,電動化趨勢加速
  01-06-2020 (星期一) 歐洲新能源汽車銷量一枝獨秀,有望繼續受益於超預期的刺激政策
  11-05-2020 (星期一) “新基建”重回軌道 投放持續增加
  20-04-2020 (星期一) 新能源汽車產業鏈迎來投資機會
  23-03-2020 (星期一) 油價重挫,航空股出現交易性機會
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特斯拉國産車突破萬輛,電動化趨勢加速

2020年特斯拉國産工廠産量連續攀升,5月生産量達到1.15萬輛,環比提升 3%,前五個月累計産量達 3.94 萬輛。終端銷量也重返火爆,5月份特斯拉銷量爲11095量,環比增長205.2%,前五個月累計銷量約 3.2萬輛。model3成國內最暢銷的純電動車型,市占率攀升至 13%。

下半年特斯拉還將推出國産磷酸鐵鋰版的 Model 3 ,預計價格比標準續航版更爲親民。特斯拉上海工廠二期,主要用于生産 Model Y ,于2020年1月正式開工建設,預計2021年初生産交付。預計特斯拉工廠産能完全投産後生産能力可達到50萬輛每年。隨著國産工廠量産車型種類的增加,預計未來特斯拉銷量將馳入快車道。

同時,特斯拉的德國工廠也在建設中,預計2021年初投産,規劃産能爲50萬輛,美國目前現有的50萬産能,届時特斯拉的全球産能達到約150萬輛。2020年在外資品牌純電動新産品周期的驅動下,新一輪電動化浪潮將加速,我們認爲,特斯拉國産化擴張帶來的産業鏈公司值得看好。我們推薦關注寧的時代(300750.CH)、拓普集團(601685.CH)、三花智控(002050.CH)。

撰稿: 章晶研究分析員
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