本报告导读：根据采埃孚官微，作为全球底盘技术领域的领军者，采埃孚正把握行业发展的关键机遇。投资要点：投资策略与建 议：我们维持行业“增持”评级。1）人形机器人供给创造需求，重点寻找类似当年新能源车磷酸铁锂正极的高性价比技术路线，以及类似宁德时代的内生优势公司。推荐汽车电机龙头德昌电机控股，相关标的豪能股份。2）随着2025 年以旧换新效果逐渐递减，国内乘用车竞争压力较大。推荐车型差异化竞争的...
Source Link本报告导读：根据采埃孚官微，作为全球底盘技术领域的领军者，采埃孚正把握行业发展的关键机遇。投资要点：投资策略与建 议：我们维持行业“增持”评级。1）人形机器人供给创造需求，重点寻找类似当年新能源车磷酸铁锂正极的高性价比技术路线，以及类似宁德时代的内生优势公司。推荐汽车电机龙头德昌电机控股，相关标的豪能股份。2）随着2025 年以旧换新效果逐渐递减，国内乘用车竞争压力较大。推荐车型差异化竞争的...
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