破局与新生：关注整车出海，AI 应用下汽零增量机会。回顾2025 年，受政策推动及出口增长，国内乘用车整体销量实现同比较快增长。展望2026 年，国内乘用车市场因以旧换新政策可能收紧以及新能源购置税减免政策退坡，整体面临一定的增长压力，政策退坡后新能源乘用车市场竞争也将进一步加剧。智能驾驶及新能源车出海将成为整车企业实现破局的两大途径。零部件方面，看好汽零出海，预计海外业务将成为汽零中长期增长点。...
Source Link破局与新生：关注整车出海，AI 应用下汽零增量机会。回顾2025 年，受政策推动及出口增长，国内乘用车整体销量实现同比较快增长。展望2026 年，国内乘用车市场因以旧换新政策可能收紧以及新能源购置税减免政策退坡，整体面临一定的增长压力，政策退坡后新能源乘用车市场竞争也将进一步加剧。智能驾驶及新能源车出海将成为整车企业实现破局的两大途径。零部件方面，看好汽零出海，预计海外业务将成为汽零中长期增长点。...
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