光大证券：关税博弈下我国制造业出海进程如何？

智通财经2025-04-25

智通财经APP获悉，光大证券发布研究报告称，出海进程逐步从劳动密集型行业过渡到装备制造行业。特朗普关税政策对我国资本品出口和制造业出海进程影响显著。出海行业从纺织品行业逐渐过渡到机械、电子电气、交通运输设备等装备制造业领域。看好出海行业相关的资本品出口增速上行。光大证券主要观点如下对外直接投资重心向东盟偏移。我国对外直接投资连续两年大幅增长，其中制造业投资以汽车制造业、其他制造、计算机通信制造、...

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光大证券：关税博弈下 我国制造业出海进程如何？

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光大证券：关税博弈下我国制造业出海进程如何？