投资建议我们认为,全球汽车正处于格局重构阶段:1)2025 年中国汽车已完成出口扩张,即将迎来出海加速;2)全球消费者对电动智能技术认知已建立,欧美日车企加速产品投放,非中国市场的新能源渗透率,将从拖累转向加速。因此,我们建议对应关注:1)中国自主车企的出海扩张机遇;2)欧美日车企加速新能源转型,拉动的中国供应链机遇。理由中国汽车电动智能变革基本完成,立足出口走向出海。我们预计2025 年中国汽车...
Source Link投资建议我们认为,全球汽车正处于格局重构阶段:1)2025 年中国汽车已完成出口扩张,即将迎来出海加速;2)全球消费者对电动智能技术认知已建立,欧美日车企加速产品投放,非中国市场的新能源渗透率,将从拖累转向加速。因此,我们建议对应关注:1)中国自主车企的出海扩张机遇;2)欧美日车企加速新能源转型,拉动的中国供应链机遇。理由中国汽车电动智能变革基本完成,立足出口走向出海。我们预计2025 年中国汽车...
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