LABIA Frédéric , Equity Analysis at Amundi
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Conditions now look right for increased penetration of electric vehicles: batteries keep improving; conventional engine costs are rising excessively; there is real consumer appetite for electric vehicles; and they are now being shown a broader offering.
The consequences for the auto industry are clear-cut: in the short term, automakers will be burdened by heavier investment and expenses, while parts makers will get a boost from the emergence of a new market.
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