招商证券研究报告指，对于车企618促销，该行认为淡季产业库存上升，终端销售承压，促销是正常手段，而比亚迪(01211.HK) 电动化已大幅领先，冀以降价获得更多市场份额是乘胜追击，整合市场。该行认为，随着新能源车市场渗透率突破50%，未来销量会集中于国产龙头的趋势更明显。另外，就长汽(02333.HK) 管理层日前的“汽车业恒大”言论，该行认为虽然是提醒产业健康发展之意，但观点略显偏激，引发市场...
Source Link招商证券研究报告指，对于车企618促销，该行认为淡季产业库存上升，终端销售承压，促销是正常手段，而比亚迪(01211.HK) 电动化已大幅领先，冀以降价获得更多市场份额是乘胜追击，整合市场。该行认为，随着新能源车市场渗透率突破50%，未来销量会集中于国产龙头的趋势更明显。另外，就长汽(02333.HK) 管理层日前的“汽车业恒大”言论，该行认为虽然是提醒产业健康发展之意，但观点略显偏激，引发市场...
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