野村:電動車滲透率繼續保持領先 首選比亞迪吉利等
野村發表研究報吿表示,8月份內地電動汽車滲透率超過15%,明顯高於去年的5.8%,繼續保持領先。 由於新款電動汽車具有智能駕駛功能,價格更便宜,而且電池續航力更長,逐漸吸引客户遠離傳統的化石燃料汽車。 該行表示,繼續看好電動汽車行業,首選比亞迪(1211.HK)、小鵬汽車美股;在傳統汽車製造商中更看好吉利(0175.HK)和廣汽(2238.HK)。 該行予上述股票“買入”投資評級。
*8月份乘用車銷量按年跌12%*
報吿指,根據中國汽車流通協會初步數據,乘用車(PV)8月銷量按年下跌12%,主要 由於馬來西亞芯片短缺影響生產,但由於8月底馬來西亞主要半導體工廠有8成員工已接種疫苗,芯片產量一直在穩步恢復,該行預計從10月開始逐步恢復正常。從今年第四季起,汽車製造商可能會提高產量嘗試彌補年初至今的產量損失。
*比亞迪PHEV超越理想ONE*
理想汽車(2015.HK)旗下理想ONE一直是國內最暢銷的插電式混合動力車(PHEV),但從5月起被比亞迪新款PHEV所超越。比亞迪秦PLUS DM-i8月銷量為13043輛,加上宋PLUS DM-i及唐PLUS DM-i,DM-i全系列銷量為27202輛,超越了理想ONE9433輛的銷量。 隨着比亞迪電池容量的進一步增加,該行預計比亞迪的積極銷售勢頭將繼續,並實現全年70萬輛的總銷售目標。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.