边锋游戏

特斯拉国产化加速推进相关电子产业链迎来利好
发布时间:2020-01-07 14:28:11

边锋游戏2019NIAN12YUE30RI,TESILAZAISHANGHAICHAOJIGONGCHANGJIAOFULESHOUPIGUOCHANModel3,JIAOFUSHIJIANTIQIAN,TONGSHI,GUOCHANBANBENModel3DEJICHUCHEJIAYECONG35.58WANYUANXIADIAOZHI29.9WANYUAN,XUANZHUANGPEIZHIJIAGEYEXIANGYINGXIADIAO,YOUWANGXIANZHUCIJIGUOCHANModel3XIAOLIANG,TISHENGModel3ZAITONGJIBIEDIANDONGQICHEHERANYOUCHESHICHANGDEFENE。TONGSHI,TESILASHANGHAICHAOJIGONGCHANGJIANSHECHAOYUQI,2019NIAN1YUEKAISHITOUJIAN,2019NIAN10YUE24RIJIJIANCHENGTOUCHAN,ZHANGQIGUIHUANIANCHANNENGDA50WANLIANG。CIWAI,TESILAXINCHEXINGModelYLIANGCHANJIHUATIQIANZHI2020NIANNIANZHONGYIQIAN。ZONGHEGUOCHANModel3JIANGJIA、SHANGHAIGONGCHANGCHANNENGJIANSHECHAOYUQIHEXINCHEXINGLIANGCHANJIHUATIQIANDETUIDONG,TESILADEQICHEXIAOLIANGYOUWANGXIANZHUZENGZHANG,XIANGGUANDIANZICHANYELIANGONGSIYINGLAIZHONGYAOFAZHANJIYU。


中控、自动驾驶和电池管理系统等产业环节相关标的有望充分受益


目前,在特斯拉新能源汽车的供应链中,国内电子公司在中控系统、电池管理系统、自动驾驶系统、锂电池组和充电组件等产业链环节均有覆盖。应用在车载场景的电子产品的产品生命周期长,对应用稳定性和可靠性的要求较高,因而相关电子产品的价值量提升显著,同时车载电子产品的认证严格,终端车企与相关供应商的合作关系稳固。因此,未来特斯拉汽车销量的增长,有望显著带动产业链公司相关电子产品销售的增长。


特斯拉产业链中的相关电子企业


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稿件来源: 东吴证券
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