中信建投:汽車出口景氣或仍佔優,紅利及成長均衡配置
中信建投研報稱,2024年上半年汽車行業出口支撐景氣,商用車板塊行情表現佔優,紅利風格優於成長。當前從國內消費信心、PMI及固定資產投資等宏觀指標維度看,汽車內需或暫未產生上行拐點;而從產業比較優勢及企業出口佈局等維度,出口景氣有望延續。以業績兑現為基準,出口佔比高及行業格局穩固的細分板塊相對佔優;個股建議短期精選高分紅及低估值標的,適時佈局具備新增長曲線或估值彈性標的。
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