聚焦中国电动汽车和电池:油价上涨电动化胜出-2026-03-新能源。3750 HK CATL H HKD 278,253 170 Buy 698.00 648.0025% 18% 12% 31.1 26.3 23.525%26%25% 7.2 6.3 5.6 Note: Priced as of 20 March 2026. For CATL A/H, EPS growth/PE (x)/ROE/PB (x) data are from 2026e-28e Source: WIND, HSBC estimates公众号:北向牧风 2;EV exports(miilion units) ICE exports(miilion units)EV y-o-y growth(%, RHS) ICE y-o-y(%, RHS)。
聚焦中国电动汽车和电池:油价上涨电动化胜出-2026-03-新能源。3750 HK CATL H HKD 278,253 170 Buy 698.00 648.0025% 18% 12% 31.1 26.3 23.525%26%25% 7.2 6.3 5.6 Note: Priced as of 20 March 2026. For CATL A/H, EPS growth/PE (x)/ROE/PB (x) data are from 2026e-28e Source: WIND, HSBC estimates公众号:北向牧风 2;EV exports(miilion units) ICE exports(miilion units)EV y-o-y growth(%, RHS) ICE y-o-y(%, RHS)。
聚焦中国电动汽车和电池:油价上涨电动化胜出-2026-03-新能源。3750 HK CATL H HKD 278,253 170 Buy 698.00 648.0025% 18% 12% 31.1 26.3 23.525%26%25% 7.2 6.3 5.6 Note: Priced as of 20 March 2026. For CATL A/H, EPS growth/PE (x)/ROE/PB (x) data are from 2026e-28e Source: WIND, HSBC estimates公众号:北向牧风 2;EV exports(miilion units) ICE exports(miilion units)EV y-o-y growth(%, RHS) ICE y-o-y(%, RHS)。
覆盖 2026 年,全文共 7 页。
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重点分析了电动汽车、新能源、油价、电池等议题。