明大教主
2022.08.03 08:56

$小鹏汽车-W.HK 公布了其 G9 的 800V SiC(碳化硅) 高压电驱平台,实现了充电 5 分钟续航 +200 公里。

  尽管 800V 平台有较快的成长预期,预计 2025 年电动控制器国内和全球市场空间分别为 11.54 亿元和 24.86 亿元,但由于现阶段市场空间不大,对各涉及碳化硅业务的公司业绩影响较小,股价的确定性预期还要等。

同时也要等待国内运营充电站点位更加密集了,才能削弱充电焦虑!

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