《大行》摩通降广汽评级至“减持” 下半年首选顺序为吉利、蔚来、比亚迪

阿斯达克财经
Jul 14

摩根大通发表研究报告,预期下半年内地汽车市场需求不会出现有意义的复苏,主因消费者信心不足,因此该行认为2026年下半年若推出进一步的政策刺激措施,效果可能仍然有限。在2026年上半年国内乘用车需求按年减23%之后,该行预估下半年需求大致将维持在季节性水准以下或附近,尽管年减幅可望收窄至约10%。内地市场的焦点在于新能源汽车渗透率于6月创下63%的历史新高后的相对增长。具备竞争力新能源车款的车厂,...

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