豆花与喵
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蔚来迈出重要一步，这是好事，活下去，才能做更多事！去年10月我说新能源汽车市场将迎来第一个寒冬，是基于二级市场研究员的身份理解，市场不会因为我说什么就怎么走，无非是客观规律和经济环境变化所致。目前新能源汽车市场处在洼地阶段，整车利润降低不可避免，车企求生，唯走降本一途。而汽配则有可能因为走量带来业绩增长的机会。博弈下半年政策转向，正当其时。
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