Name: 国盛证券：终端销售进入旺季带动汽车零部件企业业绩向好发展
Uploaded: 2024-11-07T01:22:36.000Z
Duration: 33 s

国盛证券：终端销售进入旺季带动汽车零部件企业业绩向好发展

【国盛证券：终端销售进入旺季 带动汽车零部件企业业绩向好发展】国盛证券研报指出，终端销售进入旺季，带动汽车零部件企业业绩向好发展。展望行业发展，汽车零部件企业有望受益于下游客户放量+品类开拓+海外产能释放等实现收入增长，同时通过规模效应+降本增效+价格联动机制消化大宗、运费等成本端上涨，进一步增强盈利能力。建议关注：1）龙头车企供应链：拓普集团、新泉股份等；2）智能驾驶：德赛西威、华阳集团等。

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国盛证券：终端销售进入旺季带动汽车零部件企业业绩向好发展

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