You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
研報掘金丨愛建證券:看好自主整車智能化(高階智駕+智能座艙)加速突破,建議關注小鵬、小米
愛建證券研報指出,衆多車企官宣縮短供應鏈賬期,此舉理論上可緩解供應商資金壓力,但落地細則未明或導致市場擔憂車企現金流與供應鏈穩定性存在不確定的壓力與風險。因此汽車零部件供應鏈現金流壓力緩解與盈利改善或具備一定的確定性,而且改善的節奏與程度將取決與車企賬期縮短執行細則的落地。特斯拉自動駕駛軟硬件能力持續迭代進步,國內頭部智駕車企緊密跟隨。真實可靠的自動駕駛能力將賦予整車差顯著的異化特性,或將成爲車企改善盈利的關鍵。智能駕駛、智能座艙等相關細分領域或將收益Robotaxi商業化進程,持續加速發展。投資建議:1)乘用車:看好自主整車智能化(高階智駕+智能座艙)加速突破,建議關注【小鵬汽車、小米集團】;2)零部件:a.看好電動智能核心技術自主供應鏈崛起,建議關注【科博達、保隆科技、合興股份】;b.看好汽零供應鏈圍繞具身智能(人形機器人)展業加速成長,建議關注【凌雲股份、中鼎股份、豪能股份】;3)汽車服務:看好電動智能自主品牌加速發展擴容汽車檢測,建議關注【中國汽研】;4)Robotaxi:看好自動駕駛出租車商業化受益端到端技術發展加速落地,建議關注【小馬智行、文遠知行】。
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.
uSMART
Wealth Growth Made Easy
Open Account