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新能源汽車重磅規劃發布,五年三倍空間值得期待

11月2日國務院辦公廳印發《新能源汽車產業發展規劃(2021—2035年)》。《規劃》指出,到2025年,我國新能源汽車市場競爭力明顯增强,動力電池、驅動電機、車用操作系統等關鍵技術取得重大突破,安全水平全面提升。其中,純電動乘用車新車平均電耗降至12.0千瓦時/百公里,新能源汽車新車銷售量達到汽車新車銷售總量的20%左右,對充電樁建設給予財政支持。高度自動駕駛汽車實現限定區域和特定場景商業化應用,充換電服務便利性顯著提高。

與去年12月3日的徵求意見稿相比,新能源汽車銷量占比從25%降至20%,純電動乘用車新車平均電耗升至12.0kWh/100km。

中汽協數據顯示,2019年新能源汽車銷量為120.6萬輛,同比下降4.0%,占比僅為4.68%。到2025年,如果保守預計,仍以2019年2500萬輛的汽車總銷量來計算,占比20%意味著新能源汽車的銷量至少要達到500萬輛,與目前銷量相比將至少翻3倍以上,這是各新能源車企擴大市場份額的重要時機。個股上,我們建議關注比亞迪(1211.HK),長城汽車(2333.HK)和吉利汽車(175.HK)。

撰稿: 章晶 研究分析員
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