中信建投：电动车方面，预计2025年国内电车销量1560万辆

每日经济新闻2025-03-04

每经AI快讯，中信建投（601066）研报表示，电动车行业每年在终端旺季来临时有较强驱动，预计2—4月是行业终端数据逐步走强的时刻，有望上修全年预期。电动车方面，预计2025年国内电车销量1560万辆，但仍存在上修预期，关键时点在3、4月；美国尽管受到IRA补贴预算停止影响，1月销量仍有12%同比增长，打消市场担忧；欧洲九国1月同比增长26%也表现强势，为2025年碳排放打好开局。供给侧经历2年的...

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