12月3日，华创证券发布汽车行业2026年度投资策略研报。受补贴政策退坡预期影响，市场当前对汽车明年周期下行的悲观预期较为充分，认为销量表现可能好于市场预期，投资机会围绕预期修复、个股alpha，以及零部件的智驾/机器人/液冷板块行情来布局。销量展望：预计2026年零售+1.0%、批发+4.6%，其中电车批发+8%、油车批发+1%，库存微增20万辆（按年末），出口686万辆/+21%。相较于市场更...
Source Link12月3日，华创证券发布汽车行业2026年度投资策略研报。受补贴政策退坡预期影响，市场当前对汽车明年周期下行的悲观预期较为充分，认为销量表现可能好于市场预期，投资机会围绕预期修复、个股alpha，以及零部件的智驾/机器人/液冷板块行情来布局。销量展望：预计2026年零售+1.0%、批发+4.6%，其中电车批发+8%、油车批发+1%，库存微增20万辆（按年末），出口686万辆/+21%。相较于市场更...
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