花旗:投资者应根据2025年销售预期定价 更偏好比亚迪股份及华晨中国

智通财经
13 Nov 2024

智通财经APP获悉,花旗发布研究报告称,由于中国汽车第四季需求强劲如预期,市场担忧包括至2025年首季度时销售量不及预期、以旧换新政策是否延期及价格战2025年上半年或再启动。花旗认为,投资者应根据2025年销售预期而不是当前订单动能进行定价。对以市销率估值股份,如投资者情绪变差,低于0.8倍的平均值将有一定的下行风险。花旗表示,公司层面,更偏好比亚迪股份(01211)及华晨中国(01114)。...

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