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中国汽车_2026 年展望- 衰退与重塑之年-China Autos & Shared Mobility-2026 Outlook – A Year of Recession and Reinvention
2025-12-30 14:41
December 29, 2025 08:15 AM GMT China Autos & Shared Mobility | Asia Pacific 2026 Outlook – A Year of Recession and Reinvention China's auto industry will face cyclical and policy challenges in '26, but these could prove territorially and technologically beneficial. Capturing AI lift-off and global growth prospects will be key to re-rating and idiosyncratic return. Volume risk is anticipated; margin risk less so. Could "bad news" be "good news"? Concurring with autos' cyclical laws, we expect China auto sale ...