《大行報告》花旗料內地2月內燃機乘用車銷售跌近18% 將影響長汽及吉利估值
花旗發表報告表示,內地乘用車市場自農曆春節後零售需求明顯放緩,該行下調對內地2月乘用車銷售(按保險標準計)預測,由原來按年跌3%下修至下跌13%。
該行預計內地內燃機車輛(ICE)乘用車銷售按年下跌介乎17%至18%,料會影響長汽(02333.HK)及吉利(00175.HK)估值水平。由於行業需求疲弱及潛在供應樽頸(晶片),料3月行業相關趨勢持續。
花旗料未來15天,比亞迪(01211.HK)2月汽車付運會較穩固,跟次便是小鵬汽車(09868.HK)及理想汽車(02015.HK)。該行料吉利2月份零售(按車險計)銷量按年下降20%。(wl/a)
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