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投资者陈述 - 汽车零部件与轮胎:行业变革浪潮-Investor Presentation-Auto Parts & Tires Tide of Industry Changes
2025-09-11 12:11
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 September 10, 2025 04:01 AM GMT Investor Presentation | Japan M Foundation Auto Parts & Tires: Tide of Industry Changes We maintain In-Line industry view on Auto Parts and Attractive industry view on Tires. Highlighting Toyoda Gosei in Auto Parts, and Toyo Tire in Tires. • Auto Parts industry: In-Line Morgan Stanley MUFG Securities Co., Ltd.+ Shinji Kakiuchi Equity Analyst Shinji.Kakiuchi@morganstanleymufg.com +81 3 6836-5416 Hayato Takashima Research Associate Hayato.Takashima@ ...