国泰海通：油价刺激海外NEV需求看好国产自主品牌出海

智通财经03-25

智通财经APP获悉，国泰海通发布研报称，美伊冲突推升全球油价，本轮油价周期下HEV、PHEV、BEV经济性优势扩大，有望驱动其在高油价地区渗透率提升，自主品牌或迎出口机遇。根据中汽协数据，2026年1-2月我国乘用车出口量同比增长53.3%，新能源汽车出口量同比增长约110%，伴随3月全球油价高企催化，全年新能源出口预期有望上修。推荐自主品牌中具备出海α的核心标的吉利汽车(00175)、上汽集团(...

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国泰海通：油价刺激海外NEV需求 看好国产自主品牌出海

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国泰海通：油价刺激海外NEV需求看好国产自主品牌出海