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话题创建者
2026-01-13 下午11:17
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如题，谢谢了～ 🤗
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配件对长城汽车的未来不太重要。一个是营收占比太低，目前只有7%左右，而且看他们的年报配件中的智能驾驶模块贡献了不少毛利，但这个将来不太会有差异化。我总觉得智能驾驶这个将来会采用统一的框架，才会符合监管和经济规模特性。毛利率下降的核心还是，汽车的竞争过于激烈。仅供参考。