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中信證券:預計明年蔚來/理想/小鵬的銷量有望達到16.2/14.7/20萬輛
格隆匯12月2日丨中信證券研報指出,預計2022年蔚來/理想/小鵬的銷量有望達到16.2/14.7/20萬輛。短期來看,新勢力企業的景氣有望在汽車銷售旺季得到持續。中長期來看,在電動智能賽道的起點,系統性看好中國新勢力企業在人才吸引、技術積累、本土需求理解和響應方面的優勢。推薦:小鵬汽車(XPEV.N\09868.HK),理想汽車(Li.O\02015.HK),蔚來汽車(NIO.N)。
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