受益新能源车市高景气度，均胜电子等有望持续受益

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受购置税减免、以旧换新等政策，以及车企降价促销和新车加快上市等的双重刺激，新能源渗透率提升显著，维持行业较高景气度，均胜电子等新能源汽车产业链企业有望持续受益，趋势向上。西南证券预计，新能源汽车后续销量将在新车上市+地方促消费政策推动下持续增长，推荐均胜电子等标的。均胜电子是国内汽车电子与汽车安全龙头，在新能源汽车智能座舱/网联、智能驾驶、新能源管理和汽车主被动安全领域处于领先地位，客户包括国内...

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