摩根大通发表研究报告,认为中国汽车零件制造商在未来一年可能面临艰巨的市场环境,主要受到国内汽车及电动车产量增长放缓、人民币升值以及大宗商品价格上涨的多重压力影响。该行将福耀玻璃(03606.HK) 评级下调至“中性”,原因是尽管该公司在中国市场仍保持超过80%的市占率,但迹象显示行业竞争正日益加剧,予其目标价由80元下调至70元。敏实集团(00425.HK) 仍是该行的首选标的,也是中国汽车零件...
Source Link摩根大通发表研究报告,认为中国汽车零件制造商在未来一年可能面临艰巨的市场环境,主要受到国内汽车及电动车产量增长放缓、人民币升值以及大宗商品价格上涨的多重压力影响。该行将福耀玻璃(03606.HK) 评级下调至“中性”,原因是尽管该公司在中国市场仍保持超过80%的市占率,但迹象显示行业竞争正日益加剧,予其目标价由80元下调至70元。敏实集团(00425.HK) 仍是该行的首选标的,也是中国汽车零件...
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