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汽車零部件板塊持續走強 萬通智控(300643.SZ)漲停
格隆匯 11-11 10:33

格隆匯11月11日丨汽車零部件板塊持續走強,萬通智控漲停,蘇奧傳感、華陽集團反覆活躍,早盤雲意電氣一度漲停。

11月7日,國家發改委修訂發佈的《產業結構調整指導目錄(2019年本)》正式出爐,其中明確了鼓勵包括智能汽車、新能源汽車在內的汽車關鍵零部件等行業發展。新版《目錄》將自2020年1月1日起施行。

市場分析人士認為,全球汽車產業正迎來“電動化、智能化、網聯化、共享化”時代。特別是電動化,完全不同的設計理念,將全球車企拉回同一起跑線。因此,誰能率先完成“新四化”,誰就能引領未來汽車產業的發展。這也是新版《目錄》對於新能源汽車產業的看重的原因。隨着鼓勵政策的出台,汽車零部件行業的龍頭企業將顯著收益。

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