《大行》摩通降理想(02015.HK)评级至“减持” 首选吉利(00175.HK)重汽(03808.HK)

阿斯达克财经
Feb 09

摩根大通发表研究报告,认为今年中国汽车市场的表现将呈现2018年与2025年的混合态势:1)由于整体乘用车市场增速滑落至负区间(类似2018年),行业全年表现可能相对疲弱;2)然而,受新车型发布、季节性趋势波动及盈利预期变化(与2025年类似)驱动,全年市场波动或将加剧。最终能否实现绝对或相对收益,取决于企业盈利能否超预期,而在成本上涨的背景下,这将更具挑战性。综合考虑上述因素,该行的首选标的为...

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