$华众车载(0683_老虎社区_美港股上老虎 - 老虎社区

$华众车载(06830)$$吉利汽车(00175)$$长城汽车(02333)$有机构预计6月车市有望在政策刺激、企业营销加码后加速。供应链紧缺或进一步催化国产替代，看好核心自主零部件供应商。

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小米粥养胃
2022-06-15
小米粥养胃
4月下旬汽车板块在疫情冲击下实现了基本面及行情双重筑底，5月中上旬行情底部反弹主要由疫情好转后的产业链复工复产等边际改善推动，4.29国内疫情高点回落及上市公司一季报好于预期是重要支撑点；2）5月下旬以来基本面向上拐点持续强化，表现在供给端车企排产陆续恢复双班，一汽大众日产量超记录，特斯拉、上汽等车企排产大幅提升；政策端购置税减征及地方消费刺激发布，乘用车购置税减半政策好于预期
小米粥养胃
2022-06-15
小米粥养胃
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