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《大行報告》美銀證券料內地電動車今年需求升32% 首選吉利(00175.HK)
阿思達克 01-07 14:22
美銀證券發表報告指,亞洲汽車銷售在2018至2020年下跌,主要是受到中國、日本及印度的需求暗淡拖累。不過,受惠疫情受控後經濟活動具韌性,及政府政策支持,內地汽車需要自去年第二季開始復甦。

該行上調今年中國乘用車銷售增長預測,由6%升至11%,相信強勁的汽車需求將會持續,並估計今年日本及印度的汽車需求同樣強勁,料亞太區今年汽車需求將按年增長10%。

電動車方面,美銀料內地今年的電動車需求會按年增長32%,電動車電池需求增長33%,主要是因政策刺激需求,且雙重信貸計劃迫使車企銷售更多電動車。該行相信,由於持續推出新型號等原因,內地領先的電動車初創包括蔚來(NIO.US)、小鵬汽車(XPEV.US)及理想汽車(LI.US)將在電動車市場有跑贏表現。而吉利(00175.HK)亦有良好準備由內燃車過渡至電動車,因此亦為行業首選。

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