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中信建投:鴻蒙智行新車訂單持續提升,智能化疊加央國企重組催化整車行情
中信建投指出,隨着問界M8、享界S9增程版即將上市,華爲系整車關注度提升。後續整車板塊將進入密集新車發佈和訂單催化月,同時商用車以舊換新補貼超預期,重視商用車配置價值。當前機器人存在技術、量產、應用等多方面迭代進程,產業趨勢未變,機器人依然是本輪科技變革、AI變革的交匯點,回調依然是買入機會。同時,3月29日,國務院國資委相關負責人在中國電動汽車百人會論壇上表示,下一步將對整車央企進行戰略性重組,打造就有全球競爭力、擁有自主核心技術,引領智能網聯變革的世界一流汽車集團。
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