{"id":603733,"date":"2025-11-13T06:13:44","date_gmt":"2025-11-13T14:13:44","guid":{"rendered":"https:\/\/nai500.com\/?p=603733"},"modified":"2025-11-13T06:13:44","modified_gmt":"2025-11-13T14:13:44","slug":"10-gm","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/10-gm\/","title":{"rendered":"10 \u5bb6\u4e2d\u570b\u4f9b\u61c9\u93c8\u8d0f\u5bb6\uff1a\u7576 GM \u91cd\u65b0\u914d\u7f6e\u63a1\u8cfc"},"content":{"rendered":"

GM \u8a66\u5716\u5f9e\u5317\u7f8e\u4f9b\u61c9\u93c8\u4e2d\u5254\u9664\u4e2d\u570b\u4f86\u6e90\uff0c\u9019\u662f\u65b0\u805e\u982d\u689d\uff0c\u800c\u975e\u6700\u7d42\u88c1\u6c7a\u3002\u9019\u662f\u5c0d\u95dc\u7a05\u6ce2\u52d5\u8207\u96f6\u4ef6\u98a8\u96aa\u7684\u5c0d\u6c96\uff0c\u4e5f\u662f\u4e00\u500b\u50ac\u5316\u5291\u3002\u96a8\u8457\u7f8e\u570b\u8eca\u5ee0\u5728\u66f4\u591a\u6295\u5165\u4e0a\u5be6\u65bd\u5728\u5730\u5316\uff0c\u4e2d\u570b\u7684\u7522\u696d\u9f8d\u982d\u6b63\u52a0\u901f\u5411\u5916\u64f4\u5c55\u2014\u2014\u9032\u5165\u6b50\u6d32\u3001\u6771\u5357\u4e9e\u3001\u62c9\u4e01\u7f8e\u6d32\u8207\u5168\u7403\u5357\u65b9\u5404\u5730\u2014\u2014\u5728\u90a3\u88e1\u898f\u6a21\u3001\u5de5\u7a0b\u6df1\u5ea6\u8207\u6210\u672c\u7d00\u5f8b\u6b63\u628a\u4f9b\u61c9\u93c8\u91cd\u69cb\u8f49\u8b8a\u70ba\u6210\u9577\u5faa\u74b0\u3002\u96fb\u6c60\u3001\u96fb\u5b50\u3001\u6a5f\u68b0\u8207\u7269\u6d41\u7684\u91cd\u5fc3\u4ecd\u504f\u5411\u4e2d\u570b\u751f\u614b\u7cfb\uff0c\u800c\u8981\u5728 2027 \u5e74\u524d\u5168\u9762\u66ff\u4ee3\u5b83\u5c07\u65e2\u7de9\u6162\u53c8\u6602\u8cb4\u3002<\/p>\n

\u4f9b\u61c9\u93c8\u97cc\u6027\u662f\u5168\u7403\u6027\u7684\uff0c\u800c\u975e\u96f6\u548c\u904a\u6232<\/h3>\n

\u64da\u5831\u5c0e\uff0cGM \u5df2\u8981\u6c42\u6578\u5343\u5bb6\u4f9b\u61c9\u5546\u5c07\u63a1\u8cfc\u91cd\u5fc3\u79fb\u51fa\u4e2d\u570b\uff0c\u67d0\u4e9b\u60c5\u6cc1\u751a\u81f3\u8a2d\u5b9a\u4e86 2027 \u5e74\u7684\u6700\u5f8c\u671f\u9650\u3002\u5176\u7528\u610f\u662f\u70ba\u4e86\u97cc\u6027\uff0c\u73fe\u5be6\u5247\u5145\u6eff\u6469\u64e6\u3002\u7a00\u571f\u653f\u7b56\u9707\u76ea\u3001\u6676\u7247\u6ce2\u52d5\u8207\u95dc\u7a05\u53cd\u8986\uff0c\u8b93\u8eca\u5ee0\u5728 2025 \u5e74\u9677\u5165\u5206\u914d\u8cc7\u6e90\u7684\u7dca\u6025\u72c0\u614b\u3002\u4f46\u6700\u5177\u555f\u793a\u6027\u7684\u8a55\u8ad6\u4f86\u81ea\u4f9b\u61c9\u5546\u7aef\uff1a\u300c\u6709\u4e9b\u60c5\u6cc1\u662f 20 \u5e74\u6216 30 \u5e74\u7684\u5efa\u7acb\uff0c\u800c\u6211\u5011\u8a66\u5716\u5728\u5e7e\u5e74\u5167\u628a\u5b83\u6539\u56de\u4f86\u3002\u4e8b\u60c5\u6c92\u90a3\u9ebc\u5feb\u767c\u751f\u3002\u300d\u4e2d\u570b\u5728\u6a21\u5177\u3001\u7167\u660e\u3001\u96fb\u5b50\u8207\u4e00\u822c\u539f\u6599\u7aef\u7684\u6df1\u539a\u57fa\u790e\u662f\u6578\u5341\u5e74\u7d2f\u7a4d\u7684\u6210\u679c\u3002\u5982\u4eca\u9019\u500b\u7db2\u7d61\u6b63\u88ab\u9010\u500b\u5730\u9ede\u5728\u4e2d\u570b\u4e4b\u5916\u8907\u88fd\u2014\u2014\u4e2d\u570b\u4f01\u696d\u5728\u5176\u4e2d\u4ecd\u626e\u6f14\u6838\u5fc3\u89d2\u8272\u3002<\/p>\n

\u7a00\u571f\u3001\u6676\u7247\u8207\u56de\u994b\u5faa\u74b0<\/h3>\n

\u4e2d\u570b\u5728\u56db\u6708\u5c0d\u7a00\u571f\u96f6\u4ef6\u7684\u7ba1\u5236\uff0c\u4ee5\u53ca\u5341\u6708\u9650\u5236\u7684\u64f4\u5927\uff0c\u51f8\u986f\u4e0a\u6e38\u69d3\u687f\u5982\u4f55\u5851\u9020\u4e0b\u6e38\u898f\u5283\u3002\u5e74\u672b\u5728\u4e2d\u570b\u8207\u8377\u862d\u7684\u667a\u6167\u8ca1\u7522\u722d\u8b70\u5f8c\uff0cNexperia \u505c\u6b62\u51fa\u8ca8\u7684\u4e8b\u4ef6\u63d0\u9192\u8eca\u5ee0\uff1a\u5e7e\u9846\u4f4e\u6210\u672c\u6676\u7247\u5c31\u80fd\u505c\u5de5\u4e00\u689d\u7522\u7dda\u3002\u4e2d\u570b\u7684\u79d1\u6280\u5806\u758a\u975e\u4f46\u6c92\u6709\u9000\u7e2e\uff0c\u53cd\u800c\u5728\u722c\u5347\u3002\u5bd2\u6b66\u7d00\u5728 2024 \u5e74\u672b\u8f49\u8667\u70ba\u76c8\uff0c\u4e14\u8a72\u5e74\u80a1\u50f9\u98c6\u5347 383%\uff0c\u53cd\u6620\u51fa\u570b\u5167 AI \u6676\u7247\u4f9b\u61c9\u93c8\u6b63\u7531\u8ffd\u8d95\u8f49\u70ba\u5546\u696d\u898f\u6a21\u5316\u3002\u5c0d\u6c7d\u8eca\u8207\u5de5\u696d\u8cb7\u5bb6\u800c\u8a00\uff0c\u9019\u610f\u5473\u8457\u66ff\u4ee3\u77fd\u8def\u5f91\u6b63\u5728\u5f62\u6210\u2014\u2014\u901f\u5ea6\u6bd4\u982d\u689d\u98a8\u96aa\u6240\u6697\u793a\u7684\u9084\u8981\u5feb\u3002<\/p>\n

\u65b0\u8208\u5e02\u5834\u662f\u6d29\u58d3\u95a5<\/h3>\n

\u5730\u7406\u8abf\u6574\u662f\u6700\u91cd\u8981\u7684\u8b8a\u5316\u3002\u7f8e\u570b OEM \u6b63\u5728\u5728\u5730\u5316\uff0c\u4e2d\u570b\u4f9b\u61c9\u5546\u5247\u5728\u6d77\u5916\u589e\u8a2d\u7bc0\u9ede\u3002BYD \u6b63\u5728\u6cf0\u570b\u3001\u5df4\u897f\u8207\u5308\u7259\u5229\u5efa\u5ee0\u3002CATL \u5728\u5fb7\u570b\u7d2e\u6839\u4e26\u5728\u5308\u7259\u5229\u63a8\u52d5 100 GWh \u5c08\u6848\u3002\u4e09\u4e00\u7684\u5de5\u7a0b\u6a5f\u68b0\u96a8\u8457\u300c\u4e00\u5e36\u4e00\u8def\u300d\u57fa\u790e\u5efa\u8a2d\u9700\u6c42\u5728\u4e9e\u6d32\u8207\u975e\u6d32\u4f48\u5c40\u3002\u822a\u904b\u696d\u8005\u6b63\u5728\u91cd\u69cb\u8cbf\u6613\u8d70\u5eca\u4ee5\u670d\u52d9\u9019\u4e9b\u6d41\u5411\u3002\u4f9b\u61c9\u93c8\u4e26\u672a\u840e\u7e2e\uff1b\u5b83\u6b63\u5728\u8b8a\u5f97\u66f4\u591a\u6975\u5316\uff0c\u6838\u5fc3\u4ecd\u662f\u4e2d\u570b\u5de5\u7a0b\uff0c\u800c\u88fd\u9020\u8db3\u8de1\u5247\u66f4\u5206\u6563\u3002<\/p>\n

\u88fd\u9020\u9818\u5c0e\u5730\u4f4d\u6301\u7e8c<\/h3>\n

\u898f\u6a21\u4ecd\u6c7a\u5b9a\u6210\u672c\u66f2\u7dda\u3002McKinsey \u4f30\u8a08\u4e2d\u570b\u4f01\u696d\u5360\u5168\u7403\u5bb6\u96fb\u71df\u6536\u7d04 36% \uff0c\u5360\u5168\u7403\u4e92\u806f\u7db2\u670d\u52d9\u8207\u8edf\u9ad4\u71df\u6536\u7d04 15%\u3002\u9019\u7a2e\u91cd\u5de5\u696d\u901a\u91cf\u8207\u6578\u4f4d\u71df\u904b\u7cfb\u7d71\u7684\u6df7\u5408\uff0c\u4f7f\u4e2d\u570b\u516c\u53f8\u80fd\u5feb\u901f\u5f9e\u6982\u5ff5\u8fed\u4ee3\u5230\u5546\u696d\u7522\u54c1\u3002\u9019\u4e5f\u662f\u70ba\u4f55 GM \u5f0f\u7684\u5728\u5730\u5316\u547d\u4ee4\u901a\u5e38\u5c0e\u81f4\u96d9\u8ecc\u751f\u7522\uff0c\u800c\u975e\u5fb9\u5e95\u5206\u96e2\uff1a\u5317\u7f8e\u7684\u6700\u7d42\u88dd\u914d\u5728\u5730\u5316\uff0c\u540c\u6642\u4e2d\u570b\u4e3b\u5c0e\u7684\u96f6\u7d44\u4ef6\u8207\u8cc7\u672c\u8ca1\u4f9b\u61c9\u6b63\u5728\u652f\u63f4\u6b50\u6d32\u3001\u4e2d\u6771\u3001\u975e\u6d32\u8207 ASEAN \u7684\u64f4\u7522\u3002<\/p>\n

\u503c\u5f97\u95dc\u6ce8\u7684\u5341\u5927\u4e2d\u570b\u4f9b\u61c9\u93c8\u8d0f\u5bb6<\/h3>\n

1) BYD (1211.HK, 002594.SZ) \u2014 \u65bc 2023 \u5e74\u4ea4\u4ed8 302 \u842c\u8f1b\u65b0\u80fd\u6e90\u8eca\uff0c\u4e26\u5728\u6cf0\u570b\u3001\u5df4\u897f\u8207\u5308\u7259\u5229\u5efa\u5ee0\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u5c07\u7d44\u88dd\u5728\u6d77\u5916\u5728\u5730\u5316\u7684\u540c\u6642\uff0c\u5411\u6578\u5341\u500b\u5e02\u5834\u51fa\u53e3\u3002\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e\u65b0\u8208\u5e02\u5834\u7684 EV \u9032\u5165\u50f9\u683c\u9580\u6abb\uff0c\u4e26\u70ba\u5340\u57df\u8eca\u968a\u7e2e\u77ed\u7269\u6d41\u93c8\u3002<\/p>\n

2) CATL (300750.SZ) \u2014 \u7dad\u6301\u7d04\u4e2d 30% \u7684\u5168\u7403\u96fb\u52d5\u8eca\u96fb\u6c60\u5e02\u5360\u7387\uff0c\u5728\u5fb7\u570b\u6709\u5ee0\u4e26\u5728\u5308\u7259\u5229\u63a8\u52d5 100 GWh \u5c08\u6848\u3002\u91cc\u7a0b\u7891\uff1a\u5546\u696d\u5316\u5feb\u901f\u5145\u96fb\u7684 LFP \u5316\u5b78\u9ad4\u7cfb\u4ee5\u964d\u4f4e\u96fb\u6c60\u5305\u6210\u672c\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728\u6b50\u6d32\u7a69\u56fa\u5132\u80fd\u8207 EV \u4f9b\u61c9\uff0c\u6e1b\u8f15 OEM \u5c0d\u8de8\u592a\u5e73\u6d0b\u822a\u904b\u7684\u4f9d\u8cf4\u3002<\/p>\n

3) Cambricon Technologies (688256.SH) \u2014 \u5728 2024 \u5e74\u672b\u5be6\u73fe\u9996\u5b63\u76c8\u5229\uff1b\u8a72\u5e74\u80a1\u50f9\u4e0a\u6f32 383%\u3002\u91cc\u7a0b\u7891\uff1a\u5411\u570b\u5167\u96f2\u7aef\u8207\u908a\u7de3\u8cb7\u5bb6\u5927\u91cf\u51fa\u8ca8 AI \u52a0\u901f\u5668\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5f37\u5316\u4e2d\u570b\u5728 AI \u77fd\u7247\u7684\u81ea\u7d66\u81ea\u8db3\uff0c\u4e26\u70ba\u975e\u7f8e\u5e02\u5834\u958b\u555f\u51fa\u53e3\u9078\u9805\u3002<\/p>\n

4) Sany Heavy Industry (600031.SS; \u9999\u6e2f\u4e0a\u5e02) \u2014 \u5728\u9999\u6e2f\u4e0a\u5e02\u9996\u65e5\u4e0a\u6f32 4.7%\uff0cIPO \u52df\u5f97 16 \u5104\u7f8e\u5143\u3002\u91cc\u7a0b\u7891\uff1a\u8cc7\u91d1\u7528\u65bc\u667a\u6167\u8207\u96fb\u52d5\u5316\u6a5f\u68b0\u7684\u7814\u767c\u8207\u6d77\u5916\u64f4\u5c55\u3002\u5168\u7403\u5f71\u97ff\uff1a\u4ee5\u66f4\u4f4e\u6210\u672c\u7684\u96fb\u52d5\u5316\u8a2d\u5099\u652f\u63f4\u5f9e ASEAN \u5230\u975e\u6d32\u7684\u57fa\u790e\u5efa\u8a2d\u5de5\u7a0b\u3002<\/p>\n

5) Ping An Insurance (2318.HK, 601318.SS) \u2014 \u5831\u544a 2025 \u5e74\u524d\u4e5d\u6708\u6de8\u5229\u70ba 1,328.56 \u5104\u5143\u4eba\u6c11\u5e63\uff0c\u5e74\u589e 11.5%\uff1b\u65b0\u696d\u52d9\u50f9\u503c\u4e0a\u5347 46.2%\u3002\u91cc\u7a0b\u7891\uff1a\u5f37\u52c1\u73fe\u91d1\u751f\u6210\u80fd\u529b\u3002\u5168\u7403\u5f71\u97ff\uff1a\u9577\u671f\u8cc7\u672c\u652f\u6301\u570b\u5167\u5275\u65b0\u4ee5\u53ca\u5728\u5065\u5eb7\u79d1\u6280\u8207\u91d1\u878d\u79d1\u6280\u5e73\u53f0\u7684\u8de8\u5883\u6295\u8cc7\u3002<\/p>\n

6) Yum China (YUMC) \u2014 \u4ee5 16,395 \u5bb6\u9580\u5e97\u7d50\u675f 2024 \u5e74\uff0c\u8a08\u756b\u65bc 2026 \u5e74\u524d\u56de\u994b\u80a1\u6771 45 \u5104\u7f8e\u5143\u3002\u91cc\u7a0b\u7891\uff1a\u5168\u570b\u51b7\u93c8\u8207\u6700\u5f8c\u4e00\u516c\u91cc\u7269\u6d41\u7684\u898f\u6a21\u5316\u3002\u5168\u7403\u5f71\u97ff\uff1a\u70ba\u8de8\u570b\u4f01\u696d\u5728\u4e9e\u6d32\u8907\u88fd\u7684\u8cc7\u6599\u9a45\u52d5\u4f9b\u61c9\u8def\u7531\u63d0\u4f9b\u7bc4\u672c\u3002<\/p>\n

7) JinkoSolar (JKS, 688223.SH) \u2014 \u96a8\u8457 n-type \u7522\u80fd\u63d0\u5347\uff0c\u7d2f\u8a08\u6a21\u7d44\u51fa\u8ca8\u8d85\u904e 200 GW\u3002\u91cc\u7a0b\u7891\uff1a\u91cf\u7522\u9ad8\u6548\u80fd\u96fb\u6c60\u6301\u7e8c\u63d0\u9ad8\u6548\u7387\u3002\u5168\u7403\u5f71\u97ff\uff1a\u964d\u4f4e\u5168\u7403 LCOE\uff0c\u4e26\u70ba\u5c0b\u6c42\u64fa\u812b\u6ce2\u52d5\u6027\u5316\u77f3\u71c3\u6599\u9032\u53e3\u7684\u570b\u5bb6\u964d\u4f4e\u80fd\u6e90\u8f49\u578b\u98a8\u96aa\u3002<\/p>\n

8) CRRC (1766.HK, 601766.SS) \u2014 \u5411\u8d85\u904e 100 \u500b\u570b\u5bb6\u4f9b\u61c9\u8eca\u8f1b\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u62c9\u4e01\u7f8e\u6d32\u3001\u975e\u6d32\u8207\u6771\u5357\u4e9e\u63d0\u4f9b\u4ea4\u9470\u5319\u7684\u5730\u9435\u8207\u57ce\u969b\u89e3\u6c7a\u65b9\u6848\u3002\u5168\u7403\u5f71\u97ff\uff1a\u5728\u4ee5\u9435\u8def\u70ba\u9aa8\u5e79\u7684\u5340\u57df\u52a0\u901f\u57ce\u5e02\u5316\u8207\u8cbf\u6613\u9023\u901a\u6027\u3002<\/p>\n

9) COSCO Shipping Holdings (1919.HK, 601919.SS) \u2014 \u9802\u7d1a\u5168\u7403\u96c6\u88dd\u7bb1\u904b\u8f38\u5546\uff0c\u7db2\u7d61\u904d\u53ca 160 \u591a\u500b\u570b\u5bb6\u8207\u5730\u5340\u3002\u91cc\u7a0b\u7891\uff1a\u5c07\u904b\u529b\u91cd\u65b0\u90e8\u7f72\u81f3\u5357\u5357\u822a\u7dda\u3002\u5168\u7403\u5f71\u97ff\uff1a\u7576\u4f9b\u61c9\u93c8\u8df3\u904e\u50b3\u7d71\u6a1e\u7d10\u6642\uff0c\u5e73\u6ed1\u65b0\u7684\u8cbf\u6613\u6a21\u5f0f\u3002<\/p>\n

10) China Northern Rare Earth (600111.SS) \u2014 \u4e2d\u570b\u7a00\u571f\u914d\u984d\u9818\u5c0e\u8005\uff0c\u70ba EV \u8207\u98a8\u529b\u6e26\u8f2a\u63d0\u4f9b\u78c1\u6027\u6750\u6599\u7684\u57fa\u77f3\u3002\u91cc\u7a0b\u7891\uff1a\u5728\u5206\u96e2\u8207\u4e0b\u6e38\u5408\u91d1\u88fd\u7a0b\u4e0a\u7684\u7522\u80fd\u5347\u7d1a\u8207\u5de5\u85dd\u5275\u65b0\u3002\u5168\u7403\u5f71\u97ff\uff1a\u7576 OEM \u5728\u4e2d\u570b\u4e4b\u5916\u591a\u5143\u5316\u6642\uff0c\u7a69\u5b9a\u95dc\u9375\u6750\u6599\u4f9b\u61c9\u3002<\/p>\n

\u6295\u8cc7\u4eba\u8a72\u5f9e GM \u7684 2027 \u5e74\u6642\u7a0b\u8b80\u51fa\u4ec0\u9ebc<\/h3>\n

GM \u8981\u6c42\u90e8\u5206\u4f9b\u61c9\u5546\u5728 2027 \u5e74\u524d\u65b7\u958b\u4e2d\u570b\u5167\u5bb9\u7684\u76ee\u6a19\u76f8\u7576\u5927\u81bd\u3002\u70ba\u65b0\u4f9b\u61c9\u5546\u88fd\u9020\u5de5\u5177\u3001\u8a8d\u8b49\u54c1\u8cea\u4e26\u5efa\u7acb\u5eab\u5b58\u7de9\u885d\uff0c\u90fd\u662f\u591a\u5e74\u8cc7\u672c\u652f\u51fa\u9031\u671f\u3002\u5c0d\u4e2d\u570b\u4f01\u696d\u800c\u8a00\uff0c\u9019\u6bb5\u6642\u7a0b\u5c0d\u61c9\u5230\u5169\u5927\u6210\u9577\u5f15\u64ce\u3002\u5176\u4e00\uff0c\u570b\u5167\u5728\u96fb\u6c60\u3001\u96fb\u529b\u96fb\u5b50\u8207 AI \u6676\u7247\u7684\u6301\u7e8c\u5347\u7d1a\u3002\u5176\u4e8c\uff0c\u52a0\u901f\u5728\u6d77\u5916\u5de5\u5ee0\u3001\u5408\u8cc7\u8207\u4f75\u8cfc\u7684\u6295\u8cc7\uff0c\u5c07\u4e2d\u570b\u6280\u8853\u66f4\u9760\u8fd1\u7d42\u7aef\u5e02\u5834\u30022024 \u5e74\uff0c\u4e2d\u570b\u4f01\u696d\u57f7\u884c\u903e 200 \u4ef6\u8de8\u5883\u4ea4\u6613\uff0c\u7e3d\u503c\u7d04 300 \u5104\u7f8e\u5143\uff0c\u96c6\u4e2d\u5728\u79d1\u6280\u8207\u88fd\u9020\u696d\u3002\u96a8\u8457\u8463\u76e3\u4e8b\u6703\u5c07\u95dc\u7a05\u98a8\u96aa\u8f49\u5316\u70ba\u8db3\u8de1\u9078\u64c7\u6b0a\uff0c\u9810\u671f\u6b64\u901f\u5ea6\u5c07\u6301\u7e8c\u3002<\/p>\n

\u6210\u672c\u66f2\u7dda\u504f\u5411\u5177\u898f\u6a21\u7684\u5de5\u7a0b\u80fd\u529b<\/h3>\n

\u53bb\u98a8\u96aa\u5316\u4e0d\u50c5\u95dc\u4e4e\u5730\u7406\u4f4d\u7f6e\uff0c\u4e5f\u95dc\u4e4e\u8ab0\u80fd\u5728\u6eff\u8db3\u54c1\u8cea\u8207\u6cd5\u898f\u8981\u6c42\u7684\u540c\u6642\uff0c\u6301\u7e8c\u58d3\u4f4e\u6210\u672c\u66f2\u7dda\u3002\u4e2d\u570b\u751f\u614b\u7cfb\u5728\u4f9b\u61c9\u5546\u5bc6\u5ea6\u3001\u5feb\u901f\u6253\u6a23\u8207\u6578\u4f4d\u5316\u5de5\u5ee0\u65b9\u9762\u4ecd\u5177\u512a\u52e2\u3002\u9019\u5c31\u662f\u70ba\u4f55\u5373\u4f7f\u5317\u7f8e\u88dd\u914d\u5728\u5730\u5316\uff0c\u4e0a\u6e38\u5275\u65b0\u5e38\u6e90\u81ea\u4e2d\u570b\u7136\u5f8c\u518d\u88ab\u6d77\u5916\u8907\u88fd\u3002\u52dd\u51fa\u8005\u662f\u90a3\u4e9b\u65e2\u64c1\u6709\u5c08\u5229\u53c8\u5177\u5099\u5c08\u6848\u7ba1\u7406\u5be6\u529b\uff0c\u80fd\u8fc5\u901f\u5728\u591a\u500b\u53f8\u6cd5\u8f44\u5340\u5efa\u7acb\u5de5\u5ee0\u7684\u516c\u53f8\u3002\u4e09\u4e00\u96d9\u91cd\u4e0a\u5e02\u7c4c\u8cc7\u64f4\u5f35\u3001CATL \u7684\u6b50\u6d32\u8d85\u7d1a\u5de5\u5ee0\uff0c\u4ee5\u53ca BYD \u5728\u4e09\u5927\u6d32\u7684\u5ee0\u623f\u5efa\u8a2d\uff0c\u7686\u7b26\u5408\u9019\u4e00\u7b56\u7565\u85cd\u5716\u3002<\/p>\n

\u6c7d\u8eca\u53ea\u662f\u500b\u6848\u7814\u7a76\uff0c\u800c\u975e\u4f8b\u5916<\/h3>\n

GM \u7684\u6848\u4f8b\u5c6c\u65bc\u6a6b\u8de8\u5bb6\u96fb\u3001\u96fb\u7db2\u5132\u80fd\u3001\u96fb\u4fe1\u8207\u7269\u6d41\u7684\u4e00\u500b\u66f4\u5927\u6a21\u5f0f\u3002\u7576\u9ad8\u5c64\u6703\u8ac7\u5f8c\u95dc\u7a05\u7de9\u548c\uff0c\u516c\u53f8\u5c31\u6703\u6062\u5fa9\u5e03\u5c40\uff1b\u7576\u7ba1\u5236\u6536\u7dca\uff0c\u4ed6\u5011\u5c31\u6703\u8f49\u5411\u5176\u4ed6\u65b9\u6848\u3002\u4e0d\u8ad6\u60c5\u6cc1\u5982\u4f55\uff0c\u4e2d\u570b\u5728\u5168\u7403\u88fd\u9020\u8207\u4e92\u806f\u7db2\u670d\u52d9\u7684\u4efd\u984d\u4ecd\u662f\u57fa\u790e\uff0c\u800c\u975e\u4e0a\u9650\u3002\u9019\u500b\u57fa\u790e\u5982\u4eca\u900f\u904e\u5728\u5730\u50f1\u7528\u3001\u7a05\u5236\u5728\u5730\u5316\u8207\u8207\u6771\u9053\u570b\u4f9b\u61c9\u5546\u66f4\u7dca\u5bc6\u7684\u6574\u5408\u800c\u5ef6\u4f38\u3002\u7d50\u679c\u662f\u66f4\u70ba\u5197\u9918\u4e14\u6297\u885d\u64ca\u7684\u7db2\u7d61\uff0c\u80fd\u5728\u4e0d\u72a7\u7272\u901f\u5ea6\u7684\u60c5\u6cc1\u4e0b\u964d\u4f4e\u55ae\u9ede\u6545\u969c\u98a8\u96aa\u3002<\/p>\n

\u5230 2027 \u5e74\u61c9\u8ffd\u8e64\u7684\u8a18\u5206\u5361<\/h3>\n

\u8ffd\u8e64\u56db\u500b\u6307\u6a19\u3002\u5176\u4e00\uff0c\u4e2d\u570b\u9818\u5c0e\u4f01\u696d\u5728\u96fb\u6c60\u3001\u6c7d\u8eca\u8207\u91cd\u578b\u8a2d\u5099\u9818\u57df\u7684\u6d77\u5916\u5ee0\u623f\u6295\u7522\u3002\u5176\u4e8c\uff0c\u7a00\u571f\u8207\u78c1\u6027\u6750\u6599\u7684\u7522\u80fd\u589e\u52a0\u8207\u50f9\u683c\u7a69\u5b9a\u3002\u5176\u4e09\uff0c\u4e2d\u570b\u8cc7\u6599\u4e2d\u5fc3\u8207\u908a\u7de3\u88dd\u7f6e\u4e2d AI \u6676\u7247\u7684\u5546\u696d\u5316\u6307\u6a19\u3002\u5176\u56db\uff0c\u8de8\u5883\u4f75\u8cfc\u5f9e\u516c\u544a\u5230\u5b8c\u6210\u7684\u8f49\u5316\u7387\uff0c\u7279\u5225\u662f\u5728\u6b50\u6d32\u8207 ASEAN\u3002\u82e5\u9019\u4e9b\u8da8\u52e2\u6301\u7e8c\uff0c\u4f9b\u61c9\u5168\u7403\u6210\u9577\u7684\u4f9b\u61c9\u93c8\u5c07\u66f4\u5206\u6563\uff0c\u537b\u4ecd\u4ee5\u4e2d\u570b\u7684\u5275\u65b0\u5f15\u64ce\u70ba\u52d5\u529b\u3002GM \u7684\u91cd\u69cb\u5f37\u8abf\u4e86\u4e00\u9ede\uff1a\u97cc\u6027\u5728\u63d0\u5347\uff0c\u4e2d\u570b\u7684\u7522\u696d\u51a0\u8ecd\u6b63\u5728\u6253\u9020\u9019\u7a2e\u97cc\u6027\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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