乘聯會:內地10月廣義乘用車零售銷量按年跌14% 新能源乘用車零售升141%
乘聯會數據顯示,10月份廣義乘用車市場零售達到173.8萬輛,按年跌14.1%,但按月增長8.3%。
期內,新能源乘用車市場零售達到32.1萬輛,按年升141%,但按月跌3.9%。首十個月計新能源車零售213.9萬輛,按年增長191.9%。
10月新能源汽車廠商批發銷量突破萬輛的企業有比亞迪(01211.HK)的80,373輛、特斯拉中國54,391輛、上汽通用五菱42,133輛、上汽乘用車24,085輛、廣汽埃安12,064輛,小鵬汽車(09868.HK)10,138輛。10月插電混動的比亞迪銷量持續升到38,641輛,按月增長17%,推動平價插電混動增長成新亮點。
由於疫情席捲全球,導致很多汽車產業鏈不完整的國家,在汽車生產時遇到了問題,而且「芯荒」和原材料價格暴漲的影響巨大。第三季汽車芯片供給的至暗時刻已經走過,原10月預計供給芯片較9月按月有20%的改善預期,可實際按月增長僅有10%左右,因此供給不透明的瓶頸因素仍在。
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