智通财经APP获悉，瑞银发布研报称，中升控股(00881)及永达汽车(03669)近期股价反弹，相信是来自于反内卷政策，市场憧憬新车销售利润率改善;一些经销商结业的新闻令市场揣测行业未来迎来整合;以及投资者趁低吸纳较低估值股份。憧憬若政策有效遏制行业价格战，瑞银相信经销商盈利能力或显著改善。
但瑞银也提醒，目前市场需求不确定性仍高，传统豪华车品牌在华销售持续疲软，随着中国汽车品牌竞争力提升，传统豪车需求前景未明，加上反内卷政策可能导致终端折扣收窄，或进一步压抑需求。瑞银维持对中升控股及永达汽车的“沽售”评级，认为现阶段评估盈利潜在改善幅度仍言之过早。
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