新能源车表现亮眼，均胜电子等有望受到强势车企拉动效应

全景网08-15

近期，据乘用车市场信息联席会数据，2024年7月国内新能源乘用车市场零售销量为87.8万辆，同比增长36.9%。值得注意的是，新能源汽车渗透率首次突破50%大关，达到51.1%，较去年同期36.1%的渗透率提升15个百分点。新车放量催化有望持续提高新能源车渗透率，均胜电子等产业链供应商有望交付增量。在传统燃油车销量下滑的同时，中国新能源汽车销量持续增长，并呈现出逐渐平替传统燃油市场的态势。同时，...

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