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中国乘用车一份月和二月份销量同比大幅增长71%的主要原因在于:去年同期的基数偏低和终端需求从12月份销售旺季过后一直强劲。经过近期的上涨后,该板块正接近约10至12倍市盈率的公允价值。我们更喜欢有健康的新型销售渠道和开发经济型小汽车的公司。
The main reason for the substantial 71% YoY increase in passenger and passenger car sales in China in January and February was that the low base and terminal demand of the same period of last year have been strong since the peak sales season in December. After the recent rally, the sector is approaching the fair value of about 10-12x P / E. We prefer companies that have healthy new sales channels and develop economy cars.