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港股異動 | 汽車股走強 新能源汽車2022年實現“開門紅” 1月零售銷量同比猛增132%
格隆匯 02-23 14:23
格隆匯2月23日丨汽車股走強,比亞迪和恆大汽車漲約4%,理想汽車漲3.35%。全國新能源乘用車市場迎來“開門紅”。近日,乘聯會發布最新統計數據顯示,2022年1月中國乘用車市場零售達到209.2萬輛,1月乘用車市場零售總體走勢良好。同時,1月中國新能源乘用車零售銷量達到34.7萬輛,同比上漲132%。中信建投研報指出,行業需求持續旺盛,2月中游排產飽滿,受春節假期+2月天數環比減少3天影響,總體上看,鋰電產業鏈2月排產環比持平或略微下降,但降幅大多在5%以內。需求端來看,部分車型漲價影響短期訂單,但新車型逐步上市+下半年搶裝,預計2月新能源車批售25萬輛+,其中乘用車24萬輛,環比-39%,維持全年565萬輛+銷量預期。

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