《大行》里昂:中国汽车业处过渡期 内销及出口不确定性推高板块波动 首选比亚迪、吉利及零跑

阿斯达克财经
Oct 08

里昂发表研究报告指,中国主要品牌9月汽车销量按月升5%,传统旺季表现逊于预期;领先出口商的出口增长亦放缓,因海外产品组合趋于稳定,以及拓展新市场步伐正常化。该行认为,较弱的内需背景及出口,可能加剧近期板块对整体市场的波动性;但核心出口论点仍然成立,待第四季出口退税及欧盟关税政策清晰度提升后,有望进一步获得支持。内地方面,即使旺季偏弱,需求料继续向领先整车厂集中。该行首选比亚迪(01211.HK) ...

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