汽车行业动态报告:继续看好整车板块 关注智驾及机器人调整买点

中信建投证券股...
03 Mar

核心观点:本周主机厂发布2月产销数据,整体符合甚至好于预期,比亚迪、吉利、小鹏等总量延续较好增长势头,比亚迪及长城出口销量改善。此外,理想发布纯电i8新车外观预热修复市场预期,小米SU7 ultra大定订单远超预期。3月整车板块在需求回暖+新车密集上市双重推动下迎来景气向上确认,叠加中阶智驾平权、高阶智驾渗透趋势进一步强化,继续重点看好整车做多行情。推荐组合:比亚迪、江淮汽车、北汽蓝谷、吉利汽车、...

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