整車主線周報：本周SW摩托車表現較好，原材料及匯兌壓力依然明顯

東吳證券

03/02

（以下內容從東吳證券《整車主線周報：本周SW摩托車表現較好，原材料及匯兌壓力依然明顯》研報附件原文摘錄）乘用車觀點更新：短期來看，行業補貼政策已落地，看好觀望需求轉化下26Q1乘用車景氣度復甦，堅定看好乘用車板塊。全年維度來看：國內選抗波動+出口選確定性。國內關注高端電動化賽道中對政策擾動不敏感的個股江淮汽車，以及高端化有望放量的吉利汽車/長城汽車/北汽藍谷/賽力斯/理想等；出口主線優先配置海外...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302080651a43f7c34&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302080651a43f7c34&s=b\">東吳證券</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"601633","symbol_name":"長城汽車","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302080651a43f7c34&s=b","article_id":"2616858870","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302080651a43f7c34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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