EPISODE · Jul 7, 2026 · 15 MIN
如何快速了解一个行业27 新能源汽车还没到天花板
from 深蓝趋势:未来十年投资机会与风险
【本期主题】 拆解新能源汽车生命周期误判——存量渗透率陷阱(7.18%)vs新车渗透率真相(40%+)、渗透率与增速的交叉验证、燃油车10年寿命沉没成本防线,深度解析三重周期叠加(电池迭代、智能化演进、供应链博弈)。【核心案例】 为什么公安部7.18%渗透率与体感严重撕裂?2021年销量预测200万实际331万的超预期意味着什么?为何渗透率40%不等于成熟期?价格战如何加速摧毁燃油车10年寿命防线?初代电车电池衰减将引发二次爆发还是残值崩盘?
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如何快速了解一个行业27 新能源汽车还没到天花板
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