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《大行报告》美银证券升内地电动车今年销量预测逾20%至223万辆 相当於按年增长63%
阿思达克 05-17 14:33
美银证券发表的研究报告指,4月份内地乘用车险登记量按年升18%至157万台,不过按月则跌6%,表现符市场预期。今年首四月销售按年升54%主要因为去年基数较低,而乘用车的保险登记量亦低於批发量。基於两者之间的差异,并考虑进口车数量後,该行估算4月份渠道库存增加约2.1万台,按地区划分4月份广东、山东、浙江、河南、河北及上海表现跑赢行业,而江苏、四川、湖南及安徽则跑输。

该行指出本地生产的电动车保险登记量4月份达16.6万台,按年升209%,不过与3月份比较则轻微回落,4月份电动车销量按月跌11%,主要因为Tesla交付量减少,今年以来电动车销量受惠基数较低,按年增长达282%,其中五菱、上汽、长城汽车(02333.HK)、蔚来(NIO.US)及小鹏(XPENG.US)跑赢大市。4月份本地制Tesla销量增188%,但按月计则跌66%。该行将今年内地电动车销量预测升20.4%至223万台,意味将按年增长63%,估计乘用电动车到2021年将占整体乘用车的9.4%。(el/k) ~

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