投资建议:近期美国发布 的关税政策引起全球贸易摩擦,或对汽车行业的进出口格局、海外市场需求造成影响。从进出口方面来看,关税的增加或导致美国市场进口汽车价格攀升,降低消费者购买意愿,冲击依赖美国市场的车企出口业务。面对贸易摩擦加剧背景,汽车行业产业链自主可控进程有望加快推进。在智能驾驶领域,传感器、芯片等核心零部件的国产化替代将加速。目前,国内企业已在部分传感器领域取得进展,未来有望进一步提升自给率...
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