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國泰君安:家居與兩輪車行業有望接力補貼 實現景氣上行
國泰君安研報表示,家居與兩輪車有望接力補貼,實現景氣上行,關注頭部企業估值及業績彈性。隨家居及兩輪車行業以舊換新政策全國範圍內逐步推廣,頭部公司憑藉其品牌優勢以及更合規的內部管理,有望在補貼釋放過程中獲取更高的市場份額,進而進一步擴張市佔率。節奏上看,家居板塊節奏先於兩輪車,四季度終端的彈性值得期待。兩輪車在2025年則有望迎接新國標和以舊換新政策共振週期。
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