《大行報告》美銀證券:內地合資車廠5月零售跑輸同業 受晶片短缺拖累
美銀證券發表研究報告,指內地5月份乘用車保險登記數字為162萬輛,按年增7%,今年首五個月則增42%,主因低基數所致。預期5月份渠道庫存下降約8.5萬輛,有助減低經銷商折扣。在地域上,以廣東、江蘇、山東和浙江表現跑贏行業,而四川、湖南、安徽、湖北表現跑輸。
該行指,本地生產的電動車保險登記於5月為17.7萬輛,按年增170%,今年首五個月則升248%,相信除了是因低基數外,亦是於去年下半年推出受歡迎的車款有關。
而合資車廠方面,東風本田、東風日產、廣汽豐田和廣汽本田5月銷售都跑輸行業,因生產受芯片短缺影響,料情況將持續至6月,庫存亦會緊張。
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