Winvest
2021-07-26
$中国铁塔(00788)$
别家都跌你不跌，别人都涨你不涨。你的一体两翼不是要做移动备电么?怎么不和蔚来合作换电站呢?
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Winvest
2021-08-02
Winvest
铁塔换电业务主要是服务外卖及快递行业的低速电动车，市场空间仍很大。短期还没有部署合作高端电车换电，长期要看相关技术发展情况确定。
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