智通财经APP获悉，汽配股早盘普涨，截至发稿，耐世特(01316)5.57%，报3.03港元；敏实集团(00425)涨5.11%，报13.98港元；浙江世宝(01057)涨2.91%，报3.18港元。
消息面上，近日比亚迪要求供应商降价10%的消息登上热搜。有报道称，上汽大通汽车有限公司11月25日也向供应商提出降本10%的目标。国金证券认为，优胜劣汰是汽零赛道未来几年的主旋律，长期推进格局好的龙头公司。同时，我们应该看到一个趋势：随着汽车研发周期的缩短和成本要求的提高，供应链垂直和横向一体化趋势明确，重点关注品类扩张能力强的龙头公司。
华福证券指出，展望2025年，自主品牌市占率有望持续提升，出口有望维持增长，传统汽零业务虽然弹性有限，但是安全边际仍然较高。2025 年随着特斯拉机器人的落地，叠加国内企业的相继布局，汽零公司有望受益新赛道带来的估值弹性，看好布局人形机器人业务的汽零标的投资机会。同时随着智驾渗透率的加速提升，看好智驾产业链相关标的。
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