摩根士丹利-亚太地区汽车行业-电动汽车：价值链分化及其发挥-2021.5.30-42页

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摩根士丹利-亚太地区汽车行业-电动汽车：价值链分化及其发挥-2021.5.30-42页

# 亚太地区 # 电动汽车大小：2.56M | 页数：42 | 上架时间：2021-06-07 | 语言：英文

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类型: 行研

上传者: 资料分享客栈

撰写机构: 摩根士丹利

出版日期: 2021-05-30

摘要：

Where will returns be made in EV? A paradigm shift in global EV battery manufacturing has altered the underlying dynamics of the value chain, providing insight into the anomaly: with the industry showing sales well above 20%+ 10- year CAGR, why are most players struggling to convert this into high returns? We conclude that the Upstream (e.g., battery producers) is where the money continues to be spent in an attempt to increase scale and market share, but also where the returns are increasingly diluted from competition; the Downstream (OEMs, infrastructure) is where the returns are being made in the long run.

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