论文部分内容阅读
近期汽车板块整体走强主要与宇通客车基本面良好,股改修改方案较好以及乘用车行业1月销售数据超出预期有关。我们认为目前谈汽车行业拐点到来为时过早;维持轿车类部分上市公司波段性投资机会,调高长安汽车业绩预测;继续重点关注东风汽车、宇通客车(600066)、G曙光。
The recent strength of the overall auto sector mainly Yutong Bus with good fundamentals, the share reform program is better and passenger car sales data in January than expected. We think it is too early to talk about the inflection point of the auto industry. We will continue to hold the investment opportunities in some segments of the listed car companies and raise the forecast of Changan Automobile. We will continue to focus on Dongfeng Motor and Yutong Bus (600066).