聚焦高盛_印度混动车市政策牵引及规模放量观察-2026-07-出海研究(英)。Our arguments:(a) Nascency reflects supply, not demand. 83% growth in 2025 from just eight models,taxed at 40% and unsubsidized, is a clear revealed-preference signal. Products that do not resonate do not scale like this.
聚焦高盛_印度混动车市政策牵引及规模放量观察-2026-07-出海研究(英)。Our arguments:(a) Nascency reflects supply, not demand. 83% growth in 2025 from just eight models,taxed at 40% and unsubsidized, is a clear revealed-preference signal. Products that do not resonate do not scale like this.
聚焦高盛_印度混动车市政策牵引及规模放量观察-2026-07-出海研究(英)。Our arguments:(a) Nascency reflects supply, not demand. 83% growth in 2025 from just eight models,taxed at 40% and unsubsidized, is a clear revealed-preference signal. Products that do not resonate do not scale like this.
覆盖 2026 年,全文共 21 页。
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重点分析了出海、市政、政策、出海研究等议题。