如何快速了解一个行业30 谁正绕过新能源汽车的护城河 episode artwork

EPISODE · Jul 10, 2026 · 12 MIN

如何快速了解一个行业30 谁正绕过新能源汽车的护城河

from 深蓝趋势:未来十年投资机会与风险

【本期主题】 拆解护城河的本质——生产要素垄断(劳动力、土地、技术、数据)与生产关系重构(政府、同行、供应商、客户),深度解析技术绕道超车、数据驱动进化墙、软硬解耦架构墙、生态护城河四种形态。【核心案例】 为什么100亿厂房不如50人算法团队估值高?内燃机专利封锁如何被"电池+电机"直接绕过?2020-2021芯片短缺时供应商为何优先救新势力而非传统巨头?小鹏汇天飞行汽车100台订单意味着什么?微型核聚变是否会清零现有壁垒?

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如何快速了解一个行业30 谁正绕过新能源汽车的护城河

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