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《大行報告》高盛走訪比亞迪(01211.HK)上海經銷商指銷售強勁復甦 料年底月產量大增至28萬輛
比亞迪(01211.HK)今日(10日)股價上揚5.6%報316.8元。高盛發表報告表示,就上海市重啟經濟活動後,該行走訪了上海市最暢銷的比亞迪經銷商,以評估市場復甦情況。該行到訪去年交付了1,400輛比亞迪「王朝」系列的經銷門店(今年目標銷售2,000輛),該經銷商門店經理指,該商店因疫情防控要求在3月15日至5月31日(共78天)期間暫停營業,指在「封城」期間,這家商店設法在線交易了150輛汽車。隨著6月恢復營運,該商店在本月以來已再售出60輛汽車,這意味著銷售運行率高於全年目標,並表示比亞迪銷售強勁復甦。 該經理估計比亞迪至2022年底每月汽車生產能力,將從目前的11萬輛提高到28萬輛,迄今為止的進展使該商店能夠比以前更快地進行採購(如「秦Plus」)。
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