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特斯拉概念股拉昇 特斯拉上海工廠二期項目已通過階段性評審
格隆匯 10-23 10:36
格隆匯10月23日丨特斯拉概念股拉昇,港股市場贛鋒鋰業大漲6.74%;A股市場和晶科技漲15.26%,雙林股份漲超7%。據悉,特斯拉上海超級工廠二期項目日前已通過階段性評審,有望於明年年初全面投產Model Y。特斯拉中國對此表示,“暫無可回覆的內容”。機構認為,特斯拉從“小眾”到“大眾”,逐漸成為電動車領頭羊以及規模迅速上量,其示範效應將逐步形成產業趨勢,特斯拉引領的產業趨勢會孕育巨大機會。特斯拉計劃2020年底國產特斯拉國產化率達到80%,憑藉價格優勢與規模效應,當前國產特斯拉相關標的,未來有望成為特斯拉全球供應商。

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