花旗：上调新能源车股目标价，行业首选比亚迪及蔚来

格隆汇APP2022-06-22

花旗发表报告，对中国汽车行业的全生命周期成本进行独特分析，该行提出了两个非市场共识性的关键点，第一是该行认为市场对新能源汽车购买的决定越来越取决于“全生命周期成本”对比新能源汽车内部空间，并认为此因素被资本市场忽视的；第二是料在汽油和碳酸锂价格在2023财年再上涨25%-50%情况下，新能源汽车的全生命周拥有成本将比传统内燃机汽车低出36%。该行指将相关因素纳入其估值模型，提高了对中国领先...

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