研報掘金丨國盛證券:維持上汽集團“買入”評級,牽手華爲、優勢互補
國盛證券研報指出,上汽集團(600104.SH)牽手華爲、優勢互補,打造全新電動智能汽車。2024年,國家公佈首批L3級智能網聯汽車準入和上路通行試點名單,公司是唯一乘用車和商用車項目均成功入選的企業。據官方新聞,公司與華爲將深度融合、攜手共進,在產品定義、生產製造、供應鏈管理、銷售服務等方面深度合作,發揮各自優勢、打造具有全球競爭力的智能汽車產品,爲用戶提供更加智能、便捷、安全的出行體驗。中央和上海市等地國資委2020年來通過多種政策手段推動國有企業改革深化,公司積極響應,調整管理與經營戰略。合資方面,公司與大衆的合資期已延長至2040年,新車型預計加速導入,對上汽通用及其控股子公司計提大額減值,輕裝上陣加速轉型。維持“買入”評級。
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.