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《大行報告》摩通:內地明年半自動駕駛迎轉折點 車企看好比亞迪(01211.HK)及零跑(09863.HK)
摩根大通發表報告指,內地明年半自動駕駛迎來轉折點。周末市場出現兩則重要新聞,包括工信部發布試點計劃,允許經批准的具有半自動或高度自動駕駛功能(3/4級)的車輛從明年起在指定區域行駛;華為計劃分拆智能汽車相關業務部門,並與長安汽車(000625.SZ)等選定的OEM合作夥伴戰略投資組建新實體。 摩通相信,針對年輕中國汽車買家的營銷活動將越來越多地表明,3/4級半自動駕駛功能不單單是最好具備,而是必須擁有,這將促使他們在購買新車時要求獲得此類功能,亦即是話未來不具備此類功能的產品可能難以銷售。 該行指,在整車廠中看好比亞迪(01211.HK)和零跑(09863.HK),其次是長城汽車(02333.HK)。同時看好長安汽車與華為的戰略合作關係,長遠將提升長安汽車的產品競爭力。 另外,該行看好小鵬-W(09868.HK)在自動駕駛領域的技術領先地位,將尋找更具吸引力的入市位。至於吉利(00175.HK)和國有企業等其他原始設備製造商,該行認為由於盈利勢頭疲軟,股價可能會橫行。
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