大华继显发表报告指，内地当局正严厉打击掠夺性定价、供应商剥削及库存欺诈，有利汽车行业的长期健康发展。然而，产能过剩仍是结构性问题，短期内影响行业利润率。该行认为，政策将利好创新中小型OEM及规范的供应商，但对依赖销量的大型企业如比亚迪(01211.HK) 构成挑战，维持对汽车业“与市场同步”看法，首选吉利(00175.HK) 与小鹏-W(09868.HK) 。报告指，内地汽车供应商付款新规下，...
Source Link大华继显发表报告指，内地当局正严厉打击掠夺性定价、供应商剥削及库存欺诈，有利汽车行业的长期健康发展。然而，产能过剩仍是结构性问题，短期内影响行业利润率。该行认为，政策将利好创新中小型OEM及规范的供应商，但对依赖销量的大型企业如比亚迪(01211.HK) 构成挑战，维持对汽车业“与市场同步”看法，首选吉利(00175.HK) 与小鹏-W(09868.HK) 。报告指，内地汽车供应商付款新规下，...
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