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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