国联民生证券：AI+汽车加速演进智驾&机器人&全球化共振

格隆汇07-15

国联民生证券发布研报称，展望2026H2，以旧换新政策持续为需求提供支撑，该行预计2026年批发销量有望达到2,961万辆，同比+0.2%，带动汽车零部件公司收入小幅向上。整体来看智能电动化零部件>传统零部件，其中智能电动化零部件中，智能化>电动化>汽车电子;传统零部件中内外饰=底盘件>轮胎>白车身智能电动重塑秩序，全球化布局打开零部件长期空间，看好自主&新势力产业链+智能化&机器人增量;建议关注智能化&新势力产业链。

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国联民生证券：AI+汽车加速演进 智驾&机器人&全球化共振

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国联民生证券：AI+汽车加速演进智驾&机器人&全球化共振