大行评级｜高盛：予比亚迪及小鹏汽车“买入”评级受惠于海外市场销售扩张

格隆汇01-09

高盛发表报告指，近日举办中国汽车2026年管理层展望系列会议，举行了10场在线会议，涵盖六家整车制造商(OEM)、两家零件供应商及一家经销商，参与公司包括上汽集团、广汽、小米、零跑汽车、长城汽车、赛力斯等。该行对中国汽车行业观察到四大核心主题：(1)公司管理层普遍对行业总量持保守态度；几乎所有OEM预期企业自身将实现双位数销量增长，并加大海外拓展力度，(3)新车型推出节奏积极，尤其高端市场竞争显著...

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大行评级｜高盛：予比亚迪及小鹏汽车“买入”评级 受惠于海外市场销售扩张

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大行评级｜高盛：予比亚迪及小鹏汽车“买入”评级受惠于海外市场销售扩张