招财日报2025.7.14 中国汽车及半导体行业/巨子生物及哔哩哔哩公司点评

招银国际
14 Jul

行业点评中国汽车行业 - 2Q25业绩前瞻及2H25展望八家车企盈利预测及行业销量预测调整:我们预计七家中国车企2Q25核心盈利将环比改善,但盈利预测出现分化:因销量上修或运营效率提升,我们上调吉利汽车、小鹏汽车及零跑汽车的FY25E盈利预测;因销量预测下修,我们下调了理想汽车、蔚来、比亚迪、长城汽车及广汽集团全年的盈利预测。我们上调2025年中国乘用车零售销量预测4%至2,410万台(同比增长...

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