《大行》大华继显维持对中国汽车市场“于大市同步”评级 首选买入宁德时代

AASTOCKS
Sep 08

大华继显研究报告指,价格战在次季对中国汽车公司造成影响,导致供应链利润收缩,又指尽管内地推行反内卷运动,价格战仍不可避免。大型汽车制造商如吉利汽车(00175.HK)、比亚迪(01211.HK)和长城汽车(02333.HK)将在行业整合中存活。大华继显又指,对于新兴公司,该行预计小鹏汽车(09868.HK)(XPEV.US)、零跑汽车(09863.HK)和AITO将蓬勃发展;维持对中国汽车市场“与...

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