研報掘金丨中郵證券:首予中汽股份“增持”評級,智能網聯汽車試驗場建設恰逢其時
中郵證券研報指出,L3准入試點法規落地,智能網聯汽車試驗場建設恰逢其時。中汽股份(301215.SZ)即將建成的智能網聯汽車試驗場,有望成為國內智能網聯汽車“封閉場地”功能驗證重要基地。公司IPO募投項目-中汽股份長三角(鹽城)智能網聯汽車試驗場是目前國內佔地面積最大的智能網聯封閉測試場地,試驗道路總長超過40公里。此外,公司位於江蘇省鹽城市,周邊汽車主機廠和零部件企業資源富集,未來公司市場份額的穩步提升有望伴隨智能網聯汽車試驗場的投產而持續受益。首次覆蓋,給予“增持”評級。
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