小摩：新能源汽车产业于2026年迎来转机升广汽集团(02238)中升控股(00881)评级至“增持”

智通财经2025-07-29

智通财经APP获悉，摩根大通发布研报称，中国政府近期针对新能源汽车等面临产能过剩与价格竞争恶化的产业，推出一系列“反内卷”政策以遏制非理性竞争。该行认为，政府反内卷举措与企业层面的结构性改革将推动产业于2026年迎来转机，相关个股有望自2025年下半年起反映此预期。小摩将广汽集团(02238,601238.SH)投资评级从“减持”上调至“增持”，H股目标价由1.8港元升至5港元;A股目标价由3.5...

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小摩：新能源汽车产业于2026年迎来转机 升广汽集团(02238)中升控股(00881)评级至“增持”

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小摩：新能源汽车产业于2026年迎来转机升广汽集团(02238)中升控股(00881)评级至“增持”