汽车行业周观点:乘用车景气有望回升 配置聚焦新兴赛道

国盛证券
Mar 09

行情回顾:本周(3.2-3.8)SW 汽车板块整体-2.76%,板块排名16/31,上证指数-0.93%,深证成指-2.22%,沪深300 指数-1.07%。乘用车:春节假期影响销售,3 月起行业景气有望回升。2026 年,新能源购置税及“两新”政策补贴方式调整,规则细化引导行业高质量发展。1-2 月,受春节长假、部分省市补贴细则需要时间逐步落地及车企年前新车发布较少等影响,行业销售承压,内需同比...

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