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1电动车的春天到来了?尽管近期报道美国特斯拉公司生产的ModelS电动车成为美国市场销量冠军,该公司股价大涨创历史新高。同时,A股市场新能源汽车板块也闻风而动,相关个股连续大涨,但特斯拉的成功给国内业界更多的应该是关于这个行业的思考。我们认为,特斯拉汽车以纯电动汽车业务实现盈利之后,最主要的是确认了锂电池作为新能源路线的可行性,消除了市场疑虑,
1 The Spring of Electric Vehicles Has Arrived? Despite recent reports that Tesla’s ModelS electric car has been the No. 1 salesman in the United States, the company’s share price soared to a record high. At the same time, A-share market, new energy automotive sector is also a trendy move, related stocks rose continuously, but Tesla’s success to the domestic industry more should be thinking about the industry. In our opinion, after Tesla Motors made profits in the pure electric vehicle business, the most important thing was to confirm the feasibility of lithium batteries as a new energy route and eliminate market concerns.