【名称及出版时间】：高盛：中国汽车行业预测2010
【来源】：高盛集团高华
【文件格式】：PDF格式
【页数】：69页
【语音】：英文
【目录或简介】：
1、Executive summary
2、Industry analysis: The six trends of China’s passenger car market
3、Industry analysis: China auto policies overview
4、Industry analysis: GS Auto Scorecard for China
5、Company valuation
6、SAIC Motor (600104.SS, Buy, on CL): Strong growth underappreciated
7、BYD Company (1211.HK, Sell, on CL): Growth slowing, valuation rich
8、Chongqing Changan Auto (A) (000625.SZ, Buy): Buy on attractive valuation
9、Chongqing Changan Auto (B) (200625.SZ, Neutral): Valuation fair
10、FAW Car (000800.SZ, Neutral): To grow beyond Mazda’s platform
11、Dongfeng Motor (0489.HK, Neutral): Capacity constraints and too few new models
12、Geely Automobile Holdings (0175.HK, Neutral): Can product leadership lead to sales up?