哪些电池制造商在电动汽车领域的布局最佳？

内容简介

Welcome to the 2025 edition of Bernstein’s Electric Revolution series - our annual crosssector look at the transformation of the EV landscape. This year’s theme is divergence:while China’s EV market pushes ahead with scale and innovation, the West is slowing, facing demand headwinds, policy uncertainty, and rising costs. The result? A bifurcated global EV industry, with distinct implications for OEMs, suppliers, energy players, and investors. In this note we review the relationships between OEM’s and battery makers and how this is likely to impact future sales.