(资料图片仅供参考)
华泰证券研报表示,2023年上半年我国车市经受一季度“后疫情”时期以及部分地区和品牌“降价潮”涌现的影响,景气陷入低点。
二季度开始,随着行业终端价格企稳,前期积压的消费需求逐步释放,行业景气迎来改善。
整车企业上半年表现分化,下半年多品牌的纯电、混动新品竞争力较强,有望带动需求改善。
零部件板块,智能化主线下智驾硬件、底盘、车灯等细分赛道格局较好,持续关注头部车企产业链,下半年特斯拉改款上市+NOA落地或为产业链重要催化。
重卡板块,国内静待9月小旺季来临需求回升,出口业务有望持续高涨,加速企业利润弹性释放。
(来源:财联社)
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