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天風證券:汽車板塊即將見底 投資時鐘將指向“成長”
格隆匯 09-27 15:21
格隆匯9月27日丨天風證券指出,汽車板塊即將見底,政策暖風頻吹,投資時鐘將指向“成長”。行業庫存已經在近幾年的底部,汽車行業產成品存貨同比值7月已降至-11%。預計四季度汽車需求將逐步回暖,並且持續到明年有望重回正增長。政策落腳剛需挖潛和技術升級,電動智能網聯等規劃密集出台,利於龍頭擴張競爭優勢。首推廣汽集團A/H,日系高成長,混動技術領先性,重視雷克薩斯進口超越20萬輛後的國產機遇。同時看好上汽集團、華域汽車、長安汽車等龍頭。
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