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有迹象表明,我国轿车正进入第二轮消费周期。一季度是行业盈利最低点,预计09年轿车行业销量增速在10-15%左右。建议投资者在二季度积极配置轿车及主要给轿车配套的零部件公司。
There are signs that our car is entering the second round of consumer cycles. The first quarter is the industry’s lowest profit, the car sales growth in 2009 is expected to 10-15%. Investors are advised to actively allocate sedans and spare parts companies mainly for cars in the second quarter.