大行评级｜大和：欧盟批准内地车企最低进口价格 比亚迪及吉利可受惠

Core Viewpoint - The EU has issued price commitment guidelines for Chinese exporters, allowing qualifying car manufacturers to replace existing high tariffs with minimum import prices, which is expected to improve profit margins for these companies [1] Group 1: Impact on Chinese Electric Vehicle Manufacturers - Chinese brands like BYD and Geely, which have performed well in Europe, are expected to benefit directly from the new guidelines, allowing them to maintain current prices while enjoying higher profit margins [1]