联昌证券提醒，目前业绩仍未完全反映中东冲突的全面影响，尤其是供应链中断与原材料价格上涨等问题，预计相关压力可能会在第二季进一步浮现。...

按年比较，汽车销量也上涨16%，因为今年开斋节落在3月，而去年则在4月初，形成基数差异。...

随着估值逐渐回到合理区间，市场开始转趋谨慎，尤其是面对消费能力放缓及车贷审批趋严的背景下，汽车股短期上升空间或已有限。...

PETALING JAYA: Malaysia's latest electric vehicle (EV) import policy marks a decisive shift toward localisation and could reshape the competitive landscape for automotive players, according to BIMB Research.

BIMB证券在最新报告中指出，新政下只有BYD Sealion 7、Denza D9 AWD及BMW iX xDrive50等高端性能车型仍能符合条件继续进口。...

The reinstatement of stricter import requirements announced recently raises the barrier for lower-priced imported electric vehicles (EVs).

  （吉隆坡7日讯）随着政府收紧电动车的进口条件，分析员认为，低价进口电动车将逐步退场，价格战料降温，本地组装（CKD）电动车商将可从中受惠，但短期内恐影响大马电动车的普及率。至于经销比亚迪的森那美（SIME,4197,主板消费产品服务组）将首当其冲，料面对短期逆风。低价电动车减少投资、贸易及工业部昨日宣布，整装进口（CBU）电动车的4年特别豁免优惠已于去年杪结束，从今年7月1日起，整装进口车电动车到岸价（CIF）不得低于20万令吉，以及最低电力输出从200千瓦调整至180千...

分析员认为，低价进口纯电动车流入大马的情况或逐渐减少，本地组装（CKD）车型则有望提升相对竞争力。...

Sunway Healthcare Holdings Bhd Target price: RM2.01 BUY

PETALING JAYA: Bermaz Auto Bhd (BAuto) is poised for a stronger earnings trajectory over the next two financial years, underpinned by robust demand, new model rollouts and a turnaround in previously loss-making operations.

KUALA LUMPUR: CIMB Securities Sdn Bhd has lowered its 2026 total industry volume (TIV) forecast by 2.5 per cent to 780,000 units, from 800,000 units previously, citing a tougher macroeconomic environment.

Electric vehicle (EV) adoption in Malaysia is expected to remain on a gradual upward trajectory despite near-term volatility, as broader industry conditions settle following an unusually strong end to 2025.

PETALING JAYA: BIMB Securities Research believes regardless of how the negotiations between the Investment, Trade and Industry Ministry (Miti) and Chinese automaker BYD Co Ltd play out on the latter's proposed investment in Tanjung Malim, the broader completely knocked down (CKD) wave of investments in Malaysia is structurally intact.

柏马汽车（BAUTO，5248，主板消费股）的日线图在3月31日闭市时报0.88令吉，按日涨4.0仙或4.76%。...

Home and office furniture company Poh Huat Resources Holdings Bhd (KL:POHUAT) posted its first quarterly loss since 2022, on weaker sales from its biggest export market, the US, worsened by a weaker US dollar.

Hibiscus Petroleum Bhd Target price: RM2.60 BUY

在中东冲突局势持续演变，通胀预期上调之际，市场策略转向防守，肯纳格研究因此更看好具抗压能力的高股息股项。...

Analysts are mostly cautious on the automotive sector, as the weakness in total industry volume (TIV) is expected to cloud the sector's outlook moving forward.

（吉隆坡24日讯）由于中东冲突局势仍动荡，分析员基于2026年通胀率料高涨，进而冲击投资回酬，筛选出在动荡局势中有望保持稳健派息的股票，看好以国内业务为主的公司。这些高股息的内需股，包括时光网（TIMECOM,5031,主板电讯媒体组）、大众银行（PBBANK,1295,主板金融服务组）、MRDIY（MRDIY,5296,主板消费产品服务组）、联昌集团（CIMB,1023,主板金融服务组）、双威建筑（SUNCON,5263,主板建筑组）和百乐园（PARAMON,1724,主板产业组）。肯纳格...

The automotive sector earnings are projected to remain under pressure in 2026, on the back of lower sales volumes and rising operating costs due to intensified promotional efforts.