乘聯會:11月中國新能源乘用車零售銷量按年增長122%
中國乘聯會公佈,11月乘用車市場零售達到181.6萬輛,按年下降12.7%,零售總體不強。期內新能源乘用車批發銷量達到42.9萬輛,按月增長17.9%,按年增長131.7%。首十一個月新能源乘用車批發280.7萬輛,按年增長190.2%。11月新能源乘用車零售銷量達到37.8萬輛,按年增長122.3%,按月增長19.8%。首十一個月新能源車零售251.4萬輛,按年增長178.3%。
11月新能源車出口保持強勢增長,特斯拉中國出口2.11萬輛,上汽乘用車的新能源出口6,110輛,吉利汽車(00175.HK)470輛,長城汽車(02333.HK)426輛,比亞迪(01211.HK)404輛。
廠商批發銷量突破萬輛的企業有14家,較前期大幅增多,其中:比亞迪9.05萬輛、特斯拉中國5.29萬輛、上汽通用五菱5.01萬輛、長城汽車1.61萬輛、小鵬汽車1.56萬輛、廣汽埃安1.5萬輛、奇瑞汽車1.45萬輛、理想汽車(02015.HK)1.35萬輛、吉利汽車1.31萬輛、上汽乘用車1.22萬輛、上汽大衆1.2萬輛、蔚來汽車(NIO.US)1.09萬輛、一汽大衆1.07萬輛、合衆汽車1萬輛。
乘聯會指出,由於疫情席捲全球,導致很多國家的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。第三季汽車晶片供給的至暗時刻已經走過,原預計晶片供給改善促使生產回升到去年11月水平,可實際按月增長14%左右,但仍未回到去年水平,供給不透明的瓶頸因素仍在。
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