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当前位置:首页 > 行业报告 > 巴克莱-美股-汽车与汽车零部件行业-美国汽车与汽车零部件:实时数据显示经销商库存紧张-2020.6.1-26页

巴克莱-美股-汽车与汽车零部件行业-美国汽车与汽车零部件:实时数据显示经销商库存紧张-2020.6.1-26页

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  • 2020-06-07 08:41:04
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EquityResearch1June2020FOCUSBarclaysCapitalInc.and/oroneofitsaffiliatesdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.PLEASESEEANALYSTCERTIFICATION(S)ANDIMPORTANTDISCLOSURESBEGINNINGONPAGE18.Restricted-InternalU.S.Autos&AutoPartsReal-timedatapointingtoadealerinventorycrunchWenowhavetwosetsofproprietaryreal-timedatathatpointtoaloominginventorycrunch.Withstronger-than-expectedSAAR,andas-expectedrockyproductionramp,webelieveinventoryshortagesarelikelytoemerge–about600kunitsbyJune(400klighttrucks,200kcars),andthatthesenewcarshortageswillsupportusedcarpricing.MaySAARistrackinginthe~12mnrangebasedonourreal-timeinsurancedata.However,wecontinuetoseesignificantrisksonthesupplysidewithalmostinevitableinefficienciesarisingfromrestarting~200+vehicleprogramsinNorthAmericasimultaneousl

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