中信證券:特斯拉電機國產化 優質供應商料將受益
中信證券研報認為,特斯(si)拉(la)近(jin)日開始交付搭載國產(chan)電(dian)(dian)(dian)機(ji)(ji)(ji)的(de)Model 3/Y車(che)(che)型,新車(che)(che)型的(de)電(dian)(dian)(dian)機(ji)(ji)(ji)功(gong)率和扭矩(ju)均(jun)有所(suo)提(ti)升,售價維持不變(bian),國內供應(ying)鏈成本優(you)勢凸顯。得益(yi)于供應(ying)鏈能力(li)提(ti)升,特斯(si)拉(la)電(dian)(dian)(dian)機(ji)(ji)(ji)實(shi)現(xian)了從(cong)異步到永(yong)磁、從(cong)圓線到扁線的(de)技術演變(bian),賦能車(che)(che)型升級。在特斯(si)拉(la)電(dian)(dian)(dian)機(ji)(ji)(ji)國產(chan)化(hua)趨勢下,國內電(dian)(dian)(dian)機(ji)(ji)(ji)供應(ying)鏈將充分(fen)受(shou)益(yi),考慮(lv)中國電(dian)(dian)(dian)動供應(ying)鏈優(you)勢,歐洲排放法規(gui)趨嚴下電(dian)(dian)(dian)動化(hua)加速,推薦優(you)質(zhi)電(dian)(dian)(dian)機(ji)(ji)(ji)供應(ying)商臥龍電(dian)(dian)(dian)驅等。