“十五五”系列报告之汽车行业：新质生产力赋能下的智能化、全球化新机遇

    ZX汽车行业指数沪深300指数   5.40%40.93% 30005000100550 33%13%72%69%39%31%28%12%3%1% 10% 35.3% 45.3% - 18.8% 28.8% - 17% 27% 2026 2026 7.8% 17.8% 20.7% 30.7% - 35.3% 45.3% - 2030 2065 203050%2025120308 2035 2030 2060 2025402030602035100 - 2050 203015%202590001000 2030 - - - 2050 2025100% 203050%100% 2030 2050 20306 - 2050 - 2030 - - 20237 4.99%B2026SOP 20244 —CEA 202310 Stellantis1520%49%Stellantis 20245 20244 EV MOTORSEbro 2024 20275202915 20245 Advanced Digitized Platform2025 20246 2026-2030 20252 20252 ESSA2.0SOA - -