汽车行业研究系列一：问界新M7订单火爆，华为智驾御风前行

投资要点 ➢ ➢ ➢ 一、问界新M7上市销量超预期，华为汽车竞争力凸显................................................................3 1.问界新M7产品力提升，上市销量超预期...................................................................................................32.华为智选模式优势显著，全方面赋能AITO智能汽车.................................................................................3 二、智选模式日渐成熟，看好华为智驾产业链.............................................................................5 1.赛力斯：华为整车产业链核心标的..............................................................................................................52.文灿股份：一体化压铸先行者.....................................................................................................................63.星宇股份：国内优秀车灯零部件公司..........................................................................................................74.沪光股份：国产线束厂商龙头.....................................................................................................................8 ...............................................................................................................................................3..................................................................................................................3..................................................................................................................4................................................................................................................................5....................................................................................................................6................................................................................................................6................................................................................................................7.............................................................................................................7................................................................................................................7...........................................................................................................7..............................................................................................................8...........................................................................................................8