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汽车和汽车零部件行业2024年投资策略：出口启航，智能起舞-20231106-光大证券

截至2023/10/31，汽车板块A/H PE TTM估值分别为31x/21x；A股位于2020至今的估值均值-1x标准差以下，H股位于2020年至今的估值均值附近。展望2024年，1）鉴于总量需求仍待有序恢复、以及特斯拉/比亚迪主力价格带的产品矩阵已相对完善，预计2024E国内新能车销量增速或将回落，市场竞争/价格战或进一步加剧，预计行业以价换量+智能化主题趋势或将延续。2）看好出口（欧盟反补贴

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