文|程似骐 陶亦然 陈怀山 马博硕 胡天贶 李粤皖经前期关税冲击板块情绪后,4月15日特朗普暗示可能对进口汽车和零部件给予短暂关税豁免以让美国企业有更多时间建立本地产能,担忧情绪有望边际缓解。4月16日,工信部装备司召开工作会,通过规范宣传、强化技术约束和测试管理加强对智能网联汽车的管理,推动行业从“营销驱动”转向“安全优先”,长期有助于行业稳定健康发展。4月下旬上海车展有望成整车板块预期上修的...
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