金吾财讯 | 瑞银表示，随着2024年接近尾声，投资者对2025年的汽车需求和降价讨论增多。该行对2025年第一季度的国内汽车需求持谨慎态度，尽管当前的电动车/插电式混合动力车（EV/PHEV）报废激励政策可能会延续到2025年。相对于合资企业和海外供应商，该行更倾向于选择与新兴电动车品牌有关联的汽车零部件供应商。从美国关税的潜在影响来看，预计成本分担和产能分配将部分抵消影响，具有广泛产能和领先产品能力的汽车供应商将更具韧性。该行偏好福耀玻璃、德赛西威和拓普集团等公司，认为其受益于在全球市场份额、智能汽车产品的研发能力以及与理想汽车和华为的深厚关系。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.