花旗:中欧插混车出口共识有助缓解短期风险 宁德时代(03750.HK)等欧盟产能供应商具竞争优势

智通财经
Oct 13
【花旗:中欧插混车出口共识有助缓解短期风险 宁德时代(03750.HK)等欧盟产能供应商具竞争优势】智通财经APP获悉,花旗发布研报称,中国与欧盟据报就中国混动及插电混动汽车出口达成共识,计划在数年内将出口量大致减半,政策执行细节尚待进一步谈判。该行视此为风险缓解,而非强劲的估值重估催化剂,因为双方达成共识有助于在短期内消除欧盟对混动车展开反补贴调查及可能征税的尾部风险,短期利好比亚迪(01211.HK)、奇瑞汽车(09973.HK)及上汽等有插电混动汽车(PHEV)业务敞口的车企,但同时意味着销量存在软性上限。

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