大和:料明年中國電動車電池安裝增長不變 看好比亞迪(1211.HK)
大和發表報告指,內地新能源汽車11月生產量按年上75%至19.8萬輛,主要由於去年低基數、以及需求強勁所支持。同時繼10月份增長44%之後,11月份電動汽車電池安裝量同比增長69%至10.61吉瓦時。
報告又指,根據中國汽車工業協會,11月中國新能源汽車銷量按年增長105%至20萬輛,其中新能源電動乘用車和商用車銷量,分別增長137%和減少28%。年初至今,新能源汽車的銷量和產量分別增長4%和持平。因此,11月中國電動汽車電池產量同比增長41%至12.73吉瓦時。年初至今,電池總產量和安裝量分別同比下降14%和3%。
大和料,2021年電動車電池安裝增長將在2020年基數較低的情況下保持不變,建議買入比亞迪(1211.HK)。
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