The impact of the decline in subsidies is expected to be limited, and I am optimistic about the rapid evolution of the electric vehicle market expansion and intelligence in the high price segment of 250,000 or more
$Tesla(TSLA.US$ According to the CITIC Securities Research Report, after reviewing the historical subsidy policy for new energy vehicles, we expect that the impact of the decline in subsidies next year will be limited, and the upward trend in the electrification and intelligence industry will not change in the future.
On the vehicle side, we are optimistic about the rapid evolution of the electric vehicle market expansion and intelligence in the high price segment of 250,000 or more, as well as the explosion in demand for hybrid models next year.
In the industrial chain, 2023 is the year when the concentration of new production capacity of enterprises begins to be released, and the industry may face increased competition. The proposal focuses on the competitive advantage and performance flexibility brought to relevant companies by new technology, low-cost processes, and the release of overseas production capacity. At the same time, it is recommended to focus on investment opportunities brought by new application scenarios such as fast charging, energy storage, and humanoid robots.
On the vehicle side, we are optimistic about the rapid evolution of the electric vehicle market expansion and intelligence in the high price segment of 250,000 or more, as well as the explosion in demand for hybrid models next year.
In the industrial chain, 2023 is the year when the concentration of new production capacity of enterprises begins to be released, and the industry may face increased competition. The proposal focuses on the competitive advantage and performance flexibility brought to relevant companies by new technology, low-cost processes, and the release of overseas production capacity. At the same time, it is recommended to focus on investment opportunities brought by new application scenarios such as fast charging, energy storage, and humanoid robots.
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