整车主线周报:本周SW摩托车表现较好,原材料及汇兑压力依然明显

东吴证券
Mar 02

(以下内容从东吴证券《整车主线周报:本周SW摩托车表现较好,原材料及汇兑压力依然明显》研报附件原文摘录)乘用车观点更新:短期来看,行业补贴政策已落地,看好观望需求转化下26Q1乘用车景气度复苏,坚定看好乘用车板块。全年维度来看:国内选抗波动+出口选确定性。国内关注高端电动化赛道中对政策扰动不敏感的个股江淮汽车,以及高端化有望放量的吉利汽车/长城汽车/北汽蓝谷/赛力斯/理想等;出口主线优先配置海外...

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