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《大行報告》摩通升內地至2025年新能源汽車滲透率預測至35% 喜愛比亞迪及長汽等
摩通發表研究報告,指中國8月份新能源車的佔比高於預期,相信中國新能源車的需求及增長穩固,該行調升2025年新能源車滲透率預測至35%,遠高於政府目標預期的20%,及其他券商預期。 該行指,目前附以智能裝置的汽車有效吸引年輕買家,而隨著充電網的大力建設,充電問題及續航里程的限制已相對降低,加上競爭及電池技術進展使定價愈來愈可負擔。該行建議投資者關注具月度銷售勢頭,且備有眾多車型產品線的汽車代工廠,同時亦留意芯片供應復甦的進展,看好比亞迪股份(01211.HK)、長城汽車(02333.HK)、吉利汽車(00175.HK)、和小鵬汽車(09868.HK)。
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