花旗：中国汽车零部件 -电池每周更新
2025-06-10 07:30
Flash | | Figure 1. Domestic NEV-PV Battery Installation (Implied by Weekly Insurance Sales of NEV Players) | | --- | | Sector installation | 9,178 | 10.856 | 10,653 | 10,722 | 11,925 | 29.9% | 11.2% | 14,5% | 37.39 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | CATL | 4,359 | 4,560 | 5,074 | 5,258 | 5,857 | 34.4% | 11,4% | 15.8% | 39.1% | | BYD | 3,769 | 4,322 | 3.653 | 3,547 | 4,006 | 6.3% | 12.9% | 2.5% | 62.7% | | CALB | 593 | 693 | 670 | 681 | 749 | 26.3% | 10.0% | 6.6% | 52.7% | | E ...