网络知识 汽车 国信证券:政策提升汽车行业下半年景气 中长期推荐自主崛起及电动智能双主线

国信证券:政策提升汽车行业下半年景气 中长期推荐自主崛起及电动智能双主线

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智通财经APP获悉,国信证券发布研究报告称,汽车自主品牌崛起、电动智能增量零部件。自主崛起、电动化智能化增量零部件,是汽车行业中长期维度两大核心成长主线,下半年产销逐步复苏并企稳,叠加购置税催化,汽车板块有望充分受益,建议关注:比亚迪(002594.SZ)、广汽集团(601238.SH)、长安汽车(000625.SZ)、星宇股份(601799.SH)、福耀玻璃(600660.SH)、拓普集团(601689.SH)、德赛西威(002920.SZ)等。

行业展望:汽车技术变革加速,国产整车及零部件有望破局。科技大时代,谷歌、苹果、华为等参与造车,百年汽车变革加速,电动、智能、网联技术推动汽车从传统交通工具向智能移动终端升级,创造更多需求。特斯拉鲶鱼效应,颠覆传统造车理念,推动电子电气架构、商业模式变革,带来行业估值体系重估。特斯拉、华为、宁德、比亚迪等成当前汽车技术升级和投资关注重点。未来汽车变革的影响将类比并超过手机智能化,格局重塑背景下为国产化整车和零部件带来广阔空间。

风险提示:芯片短缺、海外疫情风险、需求恢复低于预期风险。

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