花旗:料12月中國新能源車銷量增長放緩 行業首選吉利(0175.HK)比亞迪(1211.HK)
花旗發表研究報告指,中國11月份廣義乘用車零售銷量按年增加7.8%,新能源乘用車零售銷量按年增長136.5%,預計12月中國新能源車銷量增長將放緩至51%,因中國春節靠後將使得部分旺季需求延至明年1月,稀釋12月的新能源車銷量集中度。該行指,吉利汽車(0175.HK)和比亞迪(1211.HK)是行業首選。
花旗預計,明年1月新能源車銷量將按年增長2.34倍,V型變動將造成股價波動,11月廣義乘用車銷量略超市場預期,預計12月銷量按年增長18%。
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