招商证券国际：资产重组对广汽基本面影响正面

格隆汇09-16 11:22

招商证券国际认为，资产重组对广汽集团基本面影响正面，股价估值0.21倍市账率不高，存在短期交易性机会。该行维持对汽车行业推荐，供给侧改革对行业中长期发展影响正面。广汽推动国资车企内部重组，在行业供给侧改革方面起到示范效应，有利于行业逐步出清过剩产能，减少重复建设。对缓解行业内卷，控制国内市场价格竞争烈度有重要意义。

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