研报掘金丨爱建证券:看好自主整车智能化(高阶智驾+智能座舱)加速突破,建议关注小鹏、小米

格隆汇
17 Jun

爱建证券研报指出,众多车企官宣缩短供应链账期,此举理论上可缓解供应商资金压力,但落地细则未明或导致市场担忧车企现金流与供应链稳定性存在不确定的压力与风险。因此汽车零部件供应链现金流压力缓解与盈利改善或具备一定的确定性,而且改善的节奏与程度将取决与车企账期缩短执行细则的落地。特斯拉自动驾驶软硬件能力持续迭代进步,国内头部智驾车企紧密跟随。真实可靠的自动驾驶能力将赋予整车差显著的异化特性,或将成为车企...

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