投资要点15%801880.SL10%➢5%➢0%➢-5%-10%➢-15%➢-20%请阅读最后评级说明和重要声明000300.SH一、电动化浪潮日益汹涌，新能源汽车渗透率持续提升...............................................................41.“双碳”目标背景下，新能源汽车政策持续加码.............................................................................................42.电动化浪潮日益汹涌，全球车企加快电动化转型........................................................................................53.政策供给双轮驱动，新能源汽车渗透率持续提升........................................................................................6二、智能化方向明确，智能驾驶&智能座舱迭代加速................