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《大行報告》中金:內地3月乘用車銷量平穩 新能源車市場保持高景氣度
阿思達克 04-14 14:26
中金發表研究報告指,乘聯會產銷數據顯示,狹義乘用車零售及批發銷量分別按年增長67.2%及83.3%,首季累計零售銷量增長68.8%,預期是受去年同期疫情和2月份農曆新年因素影響,令3月批零數據按年及按月增幅較高。

該行指,今年首季應與2019年同期作比較,今年3月份月零售銷量相較2019年同期增長0.7%,首季累計零售銷量相較2019年同期增長0.4%,數據符合預期,反映乘用車整體銷量表現平穩復蘇。中金指,批發端廠家及渠道去庫存意願較高,首季廠商及渠道庫存減少19萬及34萬輛,整體庫存水平健康。

中金指出,3月乘用車產量較2019年同期下跌10.1%,首季則下跌5.9%,主要由於上游芯片供應緊張,當中上汽大眾、一汽大眾、本田受影響較大,預期缺芯事件或在次季繼續發酵,要到第三、四季度供應才逐步恢復正常。

上月新能源乘用車批發銷量20.2萬輛,按月增長101.1%,按年增長261.3%,中金認為今年私人消費佔比提升,全年新能源乘用車銷量或將達到200萬輛,按年增長或超過60%;並預計豪華車市場保持強勁增長。

中金首選長城汽車(02333.HK),,建議關注廣汽集團(02238.HK),豪車經銷商中推薦中升控股(00881.HK)及永達汽車(03669.HK),全部給予「跑贏行業」評級。

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