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光大证券:全年以旧换新补贴效果远好于预期 看好政策利好驱动下的汽车板块投资机会

Everbright: The impact of the vehicle trade-in subsidy for the entire year is far better than expected. Bullish on investment opportunities in the Autos Sector driven by policy support.

Breakings ·  Dec 11 07:58

Everbright released a Research Report stating that the Political Bureau proposed implementing more relaxed policies, vigorously boosting Consumer spending and promoting the development of new quality productivity. The intelligent direction of the Automotive Industry not only aligns with this development framework but also plays an important role in boosting consumer spending. At the same time, the industry involves large-scale equipment upgrades and the 'two new' theme of trade-in for Consumer goods. The firm remains Bullish on investment opportunities in the Autos Sector driven by policy support.

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