機遇與挑戰：

• 歐美零部件供應商不斷出現倒閉，整車廠希望尋求高質量廉價零部件
• 中國零部件企業有望在本次全球零部件行業洗牌中脫穎而出
• 金融危機打破了過去阻礙中國汽車零部件出口的保護主義和進入限製

在經曆之前銷量急劇下滑後
，近期歐美汽車市場銷量似有見底回升跡象。

歐(ou)美(mei)股(gu)市(shi)近(jin)期(qi)均(jun)出(chu)現(xian)了(le)較(jiao)大(da)漲(zhang)幅(fu)，投(tou)資(zi)者(zhe)對(dui)於(yu)最(zui)壞(huai)情(qing)況(kuang)已(yi)經(jing)過(guo)去(qu)，經(jing)濟(ji)走(zou)向(xiang)複(fu)蘇(su)的(de)預(yu)期(qi)十(shi)分(fen)強(qiang)烈(lie)。若(ruo)經(jing)濟(ji)確(que)實(shi)逐(zhu)步(bu)複(fu)蘇(su)，我(wo)們(men)預(yu)計(ji)歐(ou)美(mei)汽(qi)車(che)市(shi)場(chang)將(jiang)進(jin)一(yi)步(bu)回(hui)暖(nuan)
，至(zhi)少(shao)同(tong)比(bi)下(xia)滑(hua)幅(fu)度(du)將(jiang)有(you)明(ming)顯(xian)改(gai)善(shan)。

jinrongweijixiaoumeilingbujiangongyingshangbuduanchuxiandedaobiqingkuang，yijizaixuqiubuzhendebeijingxia，zhengchechangxunqiugaozhilianglianjialingbujiandeqianglieyiyuan，doujiangyouwangshizhongguolingbujianqiyezaihaiwaideshichangfenededaokuaisutisheng。

整zheng車che廠chang商shang目mu前qian對dui供gong應ying商shang的de財cai務wu狀zhuang況kuang非fei常chang重zhong視shi
，尤you其qi是shi現xian金jin流liu狀zhuang況kuang。財cai務wu狀zhuang況kuang相xiang對dui良liang好hao的de中zhong國guo企qi業ye目mu前qian在zai海hai外wai市shi場chang供gong應ying商shang體ti係xi中zhong正zheng越yue來lai越yue受shou到dao重zhong視shi。..zhongguolingbujianqiyeyouwangzaibenciquanqiulingbujianxingyexipaizhongtuoyingerchu，shichangfenekenengchuxianxianzhuzengchang，yidanhaiwaiqicheshichanghuinuan，zhexieqiyejiangshouyimingxian
，shenzhiyoukenengchuxiangebiedeguojijilingbujiangongyingshang。

依據以上邏輯
，我們認為出口占比較大的零部件公司有望在未來出現較快增長，推薦福耀玻璃、zhongdinggufen，lingkeguanzhuwanfengaowei。jinguanwomenduizhongguolingbujianxingyezaibenciquanqiuxingyexipaizhongnenggoutuoyingerchubaoyouqiangliexinxin，danzhunquepanduanhaiwaishichangfusuchengduhezhongguolingbujianqiyezaihuijiqineisuonengqudedeshouhuorengquefazugouyiju，yincizaiyingliyucezhongwomenrengfeichangjinshendikaolvhaiwaishichangdeshouyigongxian，gumuqianguzhishuipingtigonglejiaogaodeanquanbianji。

海hai外wai市shi場chang占zhan比bi較jiao大da曾zeng一yi度du是shi這zhe些xie企qi業ye被bei市shi場chang懷huai疑yi和he擔dan憂you之zhi處chu
，但dan我wo們men覺jiao得de金jin融rong危wei機ji對dui汽qi車che零ling部bu件jian企qi業ye帶dai來lai的de可ke能neng更geng多duo的de是shi機ji遇yu。金jin融rong危wei機ji打da破po了le過guo去qu阻zu礙ai中zhong國guo汽qi車che零ling部bu件jian出chu口kou的de保bao護hu主zhu義yi和he進jin入ru限xian製zhi，當dang站zhan在zai了le同tong一yi起qi跑pao線xian時shi
，憑ping借jie高gao質zhi量liang和he低di價jia格ge，中zhong國guo企qi業ye的de競jing爭zheng優you勢shi將jiang能neng夠gou得de到dao充chong分fen展zhan現xian。