节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
中国乘用车市场信息联席会（CPCA）宣布，今年5月中国新能源汽车批发销量预计为136万辆，同比和环比增幅均超过11.0%，表明新能源汽车领域正呈现复苏的早期迹象。
受霍尔木兹海峡通航受阻影响..00元/吨（约合59美元/吨），显著推高了燃油车的使用成本。整体汽车市场面临下行压力，表现疲软，而新能源汽车已成为市场的核心增长亮点。
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