汽车消费有望持续复苏,智驾和机器人等产业发展有望提速。2025年政府工作报告从多角度提及汽车产业,汽车消费有望持续复苏,智能驾驶、人形机器人和低空经济等产业的发展亦有望提速。整车推荐标的江淮汽车、东风集团股份、比亚迪、理想汽车、上汽集团、长安汽车、赛力斯、长城汽车,受益标的小鹏汽车、吉利汽车;机器人产业链,推荐标的蓝黛科技、拓普集团、双环传动、嵘泰股份,受益标的世运电路、三花智控;智能化主线,推荐...
Source LinkDisclaimer: 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.