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天风证券-汽车和汽车零部件行业周报-240328

汽车汽车和汽车零部件行业周报 20240324 小米汽车发布在即，供应链催化不断据雷军微博，2024 年 3 月 28 号小米 SU7 即将发布。从工信部此前披露的小米汽车申报车型信息详情可以发现，小米首款纯电动轿车 SU7 电芯单体来自宁德时代和比亚迪旗下的襄阳弗迪有限公司，将分别提供三元锂电池和磷酸铁锂电池。据互动易及各公司公告，拓普集团、万向钱潮、银轮股份、模塑科技、鹏翎股份、双林股份、

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