智通财经APP获悉,财通证券发布研报称,2026年乘用车总量需求维持相对稳定,预计以旧换新等补贴政策仍将延续。乘用车的结构性增长主要来自中高端市场以及出口销量保持快速增长。多家汽车公司开始转型机器人行业,机器人行业正逐步从导入期进入成长期,具备转型能力和转型意愿的公司更具备成长空间。该行推荐高端整车、机器人和智能驾驶等方向。财通证券主要观点如下:乘用车整体需求稳定,高端化+出口带来边际增量2026...
Source Link智通财经APP获悉,财通证券发布研报称,2026年乘用车总量需求维持相对稳定,预计以旧换新等补贴政策仍将延续。乘用车的结构性增长主要来自中高端市场以及出口销量保持快速增长。多家汽车公司开始转型机器人行业,机器人行业正逐步从导入期进入成长期,具备转型能力和转型意愿的公司更具备成长空间。该行推荐高端整车、机器人和智能驾驶等方向。财通证券主要观点如下:乘用车整体需求稳定,高端化+出口带来边际增量2026...
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