里昂发表报告,指内地主要汽车品牌上周订单按周上升28%,受季节性因素及新车发布支持。该行认为,广汽(02238.HK) 宣布与一汽进行重大资产重组,可能预示更广泛的国企改革及汽车行业整合,在补贴退坡及新“十五五”规划下,产能过剩及燃油车占比高的合资企业压力可能增加。该行相信,更深入整合可提升行业效率及抑制价格竞争,结构性利好比亚迪(01211.HK) 及吉利汽车(00175.HK) 等龙头企业。...
Source Link里昂发表报告,指内地主要汽车品牌上周订单按周上升28%,受季节性因素及新车发布支持。该行认为,广汽(02238.HK) 宣布与一汽进行重大资产重组,可能预示更广泛的国企改革及汽车行业整合,在补贴退坡及新“十五五”规划下,产能过剩及燃油车占比高的合资企业压力可能增加。该行相信,更深入整合可提升行业效率及抑制价格竞争,结构性利好比亚迪(01211.HK) 及吉利汽车(00175.HK) 等龙头企业。...
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