方正證券:中國車企在東南亞市場份額穩步提升
方正證券研報指出,東南亞各國鼓勵新能源車,目前政策相對友好。政策導向主要為鼓勵本土建廠,並且提出相應的屬地化佈局需求。方正證券認為主因當前燃油車格局相對固化,並且汽車電動化作為大勢所趨,東南亞各國在本土汽車產業鏈薄弱的基礎下,借用成熟的中國新能源車產業鏈來完善本國產業鏈。本土建廠在拉動就業的同時,也可以同步建立相關零部件產業的發展需求,例如電池、電動機和逆變器等。中國車企在東南亞市場份額穩步提升,建廠穩步推進。建議關注:比亞迪、長城汽車、長安汽車等。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.