$吉利汽车(0017_老虎社区_美港股上老虎

VeromcaMond
10-28

$吉利汽车(00175)$2250kW超充跟老式120kW桩比，充电速度快了近20倍，四分半充到七成电，体验上确实贴近加油。但往财经面看，更值得算的是另一笔账：补能效率上去之后，单桩周转率提高，同样资本开支能服务更多车次，补能资产的回收周期会缩短。吉利补能走的是共享和协同路线，不自己重复铺网，效率提升直接落到资产周转和现金流上，这比单看充电功率更有含金量

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