中信证券研报表示东风私有化后汽车行业中普遍被低估的国企的估值逻辑可能发生重构。近期私有化案例凸显汽车行业国企对市值管理的

智通财经
Aug 25
中信证券研报表示东风私有化后汽车行业中普遍被低估的国企的估值逻辑可能发生重构。近期私有化案例凸显汽车行业国企对市值管理的重视后续国企的资本运作有望更加密集同时有助于解决国企股权融资的困境。同时国企迟来但并不会缺席的智能电动化转型也在带来基本面的好转。除了资本运作的潜在标的外重点推荐投资从两个视角关注汽车行业国企的投资机会:1.与华为等科技企业的合作;2.合资品牌的技术反向输出带来的商业模式变化。

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