近期,原油价格大幅回落,这对汽车行业无论是降低制造成本还是刺激汽车需求都是一个重大利好。通过敏感性分析,商用车中的大中型客车和重卡受益于油价回落而导致的制造成本减少更为明显,建议长期持有大中型客车行业和重卡行业的龙头公司。 Recently, the price of crude oil dropped sharply, which is a great benefit to the auto industry in terms of reducing manufacturing costs and boosting demand for automobiles. Through sensitivity analysis, the reduction in manufacturing costs caused by the drop in oil prices of large and medium-sized buses and heavy trucks in commercial vehicles is even more pronounced. It is proposed to hold the leading companies in the large and medium-sized bus industry and heavy truck industry for a long time.