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汽車零部件股拉昇:拓普集團、廣東鴻圖漲停
格隆匯1月14日丨A股市場汽車零部件股出現集體拉昇行情,科創板的上聲電子漲11%,拓普集團、廣東鴻圖漲停,恆帥股份、文燦股份漲超8%,中鼎股份、保隆科技漲超7%,華陽集團漲超6%,旭升股份、蘇奧傳感漲超5%。中信建投認為,在政策不確定性降低及經濟趨穩趨勢下,消費預期有望轉強,而汽車作為重要可選消費環節有望下半年顯著改善。本土零部件企業市佔率提升驅動力源於全球汽車降本(尤其是中國市場)壓力以及新勢力供應體系變化使得汽車產業族羣向中國轉移,憑藉自身的成本和快速響應能力持續加速承接來自合資、外資、新勢力的新訂單;此外,汽車行業消費和科技屬性增加,中長期行業成長空間主要來自於增量配置的軍備競賽、電動化差異性部件、智能化純增量部件帶來的單車配套價值量提升。

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