海通证券：我国动力电池产业链有望受益海外市场增量

Group 1 - The core viewpoint is that the electrification rate in Europe has significant growth potential, with rapid increases in electric vehicle sales expected from 2025 to 2030 due to carbon emission assessment policies [1] - Emerging markets are experiencing a rapid increase in electrification rates, with strong competitive advantages for domestic high-quality supply, as local brands transition from exporting vehicles to exporting production capacity, indicating broad growth opportunities [1] Group 2 - China's power battery industry chain is globally leading and is expected to benefit from incremental overseas market demand, suggesting a focus on companies such as BYD, CATL, and EVE Energy [1]