EPISODE · Jul 11, 2026 · 21 MIN
如何快速了解一个行业31 谁能活到新能源汽车终局
from 深蓝趋势:未来十年投资机会与风险
【本期主题】 拆解新能源汽车竞争格局的非线性博弈——横向价格战清场逻辑(单车毛利率+资金实力)、纵向利润掠夺链(上游资源端锁死利润),深度解析行业CR4超50%后的寡头终局推演。【核心案例】 为什么特斯拉2022年10月降价3.7万是"深水炸弹"?86款车型卷入降价潮的绞肉机如何复制空调大战格力美的寡头化?整车厂为何"溢价意愿"极低而甘心被上游吸血?终局三五家寡头是否会反向吞并电池厂重写分配规则?
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如何快速了解一个行业31 谁能活到新能源汽车终局
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