瑞银在2026年大中华区会议上表示，尽管中国汽车行业设定了平均19%的销量增长目标，但鉴于刺激措施的减少、购置税的增加以及商品价格上涨，行业在可能仍会面临国内需求和利润率方面的一些挑战。瑞银建议，投资者应关注具备海外市场拓展能力和智能化技术优势的企业。随著中国与欧盟接近达成电动车最低价格协议，加拿大也将中国电动车关税降至6.1%，出口市场成为行业增长的重要动力。长城汽车(02333.HK)计划...
Source Link瑞银在2026年大中华区会议上表示，尽管中国汽车行业设定了平均19%的销量增长目标，但鉴于刺激措施的减少、购置税的增加以及商品价格上涨，行业在可能仍会面临国内需求和利润率方面的一些挑战。瑞银建议，投资者应关注具备海外市场拓展能力和智能化技术优势的企业。随著中国与欧盟接近达成电动车最低价格协议，加拿大也将中国电动车关税降至6.1%，出口市场成为行业增长的重要动力。长城汽车(02333.HK)计划...
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