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中国汽车 - 2026 年管理层展望:销量增长积极,利润率保持谨慎-China Automobiles_ 2026 mgmt outlook call series_ Aggressive on volume growth while cautious on margins
2026-01-08 02:43
2026 mgmt outlook call series: Aggressive on volume growth while cautious on margins We hosted 10 virtual company meetings at our China Autos 2026 Management Outlook Call Series with six OEM companies, two suppliers and one dealer during Jan 5-6, including SAIC, GAC, Xiaomi Corp. (covered by Timothy Zhao), Leapmotor (Not Covered, 9863.HK), Great Wall (Not Covered, 2333.HK/601633.SS), Seres (Not Covered, 9927.HK/601127.SS). What surprised us and what to do about it Overall, we observed four key themes in Chi ...