随着政策端和车企端的加力，新能源汽车在全球市场的渗透正迎来新一轮提速，行业景气不断上行。建议关注以特斯拉为代表的新势力主线，以及大众等新车型的追赶进程，推荐龙头和二线弹性标的。整车方面，推荐长城汽车、上汽集团、广汽集团，关注吉利汽车；电池材料方面，
推荐宁德时代、当升科技、杉杉股份；电机电控方面，建议关注卧龙电驱、汇川技术；锂电设备方面，建议关注先导智能和杭可科技；锂钴方面，建议关注华友钴业、盛新锂能。

经济复苏周期中汽车需求改善，汽车行业复苏态势延续。随着我国汽车零部件企业的技术研发能力增强带来产品国际竞争力提升，市场集中度提高带来规模效应，未来进口替代和海外市场开拓均将带来巨大市场空间。新三板公司中，建议关注苏轴股份（430418）

综合本周数据，钴系产品除电解钴外价格继续下滑，军工板块表现强势，新能源车板块钴、锂继续分化，其余板块保持稳定。短期看弹性、长期看战略，建议关注天齐锂业、盛新锂能、雅化集团、寒锐钴业和华友钴业。

2021.03.22-2021.03.26：本周电新行业涨幅为0.61%，同期沪深300指数涨幅为0.62%，落后沪深300 指数0.01pct。在申万28 个行业板块
中位列第15 位，表现位于中游。

电气设备板块上周上涨0.61%，涨幅领先大盘。其中，风电板块上涨3.78%、发电设备上涨2.01%、工控自动化上涨1.60%、光伏板块上涨1.30%、新能源汽车指数下跌0.13%、锂电池指数下跌0.30%、核电板块下跌0.97%。

An e-bike or electronic bicycle is a standard bicycle, which is equipped with an electric motor, a battery, and a drivetrain. The bike can be moved through pedaling or can run on rechargeable batteries. It majorly uses lead acid batteries and can cover long distances with a single charge. E-bike is simple to operate, convenient for all age groups, and serves as an environment-friendly means of transportation, in comparison to motored vehicles. Electric bikes are now being considered as viable transportation option due to their power capacity, long distance range, and moderate speed. The popularity of electric bike is increasing, due to rapid urbanization and surge in vehicular traffic on streets.

 ID.4 交付在即，市场关注销量前景，空间：行业容量巨大，面向电动车空白市场，产品力：内外兼修，定价较有吸引力；大众品牌号召力强，创新推出代理制营销模式；ID.4 具备爆款潜力，MEB 长期空间大，孕育产业链机会。