研報掘金|東吳證券:9月新車訂單持續性較佳 堅定擁抱汽車“AI 智能化+出海”兩條主線
東吳證券發佈研報稱,8月全月油車折扣普遍放大,新能源車折扣維持穩中小幅放大趨勢;9月折扣維持放大趨勢,新車訂單持續性較佳。該機構堅定擁抱汽車“AI 智能化+出海”兩條主線:AI 智能化方面,戰略看多 H+A 股整車板塊,港股整車優選小鵬汽車+理想汽車+蔚來汽車等,A股整車優選長安汽車+比亞迪+長城汽車/廣汽集團/上汽集團等;出海方面,優選技術輸出的客車板塊(宇通客車+金龍汽車),其次高性價比的重卡板塊(中集車輛+中國重汽)+兩輪車(雅迪控股/愛瑪科技/春風動力)。
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