惠譽稱內地車企或本月起加快乘用車生產和交付
評級機構惠譽表示,由於內地強於預期的刺激政策有望提振汽車需求,車企可能會自本月起加速乘用車的生產和交付。儘管最近一輪疫情期間乘用車銷量大幅縮水,但刺激政策或將助力今年批發交付量恢復中單位數增長。然而,汽車消費刺激政策將導致大量汽車需求前置,若消費意願持續疲弱,或導致今年之後銷售前景黯淡。
鑑於去年全球嚴重「缺芯」導致基數較低,惠譽預期本月和第三季乘用車產量和批發交付量將恢復按年增長。助推因素包括,中央領導重申恢復經濟活動的重要性後,上海自6月1日起全面放開,且汽車芯片供應情況有望自今年下半年開始改善。
惠譽預期,電動車仍將是中國乘用車市場的主要增長引擎,今年銷量佔比將超過20%。不過,燃油車可能會從新一輪刺激政策中受益更多,從而拉動其全年銷量降幅自今年首五個月的18%顯著收窄。由於部分消費者可能會轉向購買中低端燃油車,惠譽預期今年中國電動車銷量增速將自首五個月的117%,放緩至45%至50%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.