JP Morgan 关于电动车全球产业链的最新研究

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Tech in Eco-Cars 20140715.pdf (5.78 MB, 需要: 5 个论坛币)

2014-8-16 18:05:42 上传

JP Morgan 关于电动车全球产业链的最新研究
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Table of Contents
Guide to Eco-Car jargon .......................................................... 3
Market Trend at a Glance ......................................................... 4
How to play the Eco-Car theme in Asia? ................................ 5
JPM “Tech in Auto” coverage ................................................. 5
Asia Eco-Cars Supply Chain Basket ....................................... 6
Extended list of Asian Eco-Car supply chain ........................ 7
Macro Issues and Regulations .............................................. 10
Eco-Cars Market Outlook ....................................................... 13
Auto-use Battery ..................................................................... 15
Auto-use Semiconductor ....................................................... 20
Power Modules ....................................................................... 26
Fuel-Efficient Motors .............................................................. 28
Tech-in-Auto Research & Key Charts ................................... 30
Companies .............................................................................. 41
BYD (1211 HK, OW) ................................................................................................ 42
Hon Hai (2317 TT, OW) ............................................................................................ 76
Panasonic (6752 JT, OW) .......................................................................................... 94
Samsung SDI (006400 KS, N) ................................................................................. 121
LG Chem (051910 KS, N) ....................................................................................... 139
Aleees (5227 TT, NC).............................................................................................. 142
Rohm (6963 JT, OW) .............................................................................................. 149
Sanken (6707 JT, OW) ............................................................................................ 155
Alps (6770 JT, OW) ................................................................................................. 158
Chroma (2360 TT, OW) .......................................................................................... 161
Delta (2308 TT, OW) ............................................................................................... 170
Nidec (6594 JT, OW) ............................................................................................... 182
Kaori (8996 TT, NC) ............................................................................................... 185
HOTA (1536 TT, NC) ............................................................................................. 190

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关键词：JP Morgan Morgan morga 最新研究 产业链 电动车 supply 产业链 chain

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