中国工业-与瑞银欧洲、中东和非洲地区资本货物团队炉边谈话的要点

First Read China Industrials Takeaways from fireside chat with UBS EMEA Capital Goods team Automation: positive signals on demand; AI empowerment in the long run Global Research ab 6 March 2025 Positive on e-bus/CM/Mining equipment; Tariff the main concern on truck UBS European Capital Goods Analyst Hemal Bhundia sees continued e-bus demand in the buses segment. For OEMs, bus margins have improved due to the greater profitability from e-buses in his view. For the trucks sector, the US tariffs on Mexico, whe ...