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《大行报告》中金:内地5月新能源汽车产销超预期 看好高景气度持续
中金发表报告指,内地5月新能源汽车产销超预期,看好高景气度持续。报告指,内地5月新能源车销量中,乘用车、客车、货车按月分别增长52.5%、26.3%及1%。新能源车当月渗透率达24%,按年升13.8个百分点。 该行又指,第二季至今上游碳酸锂价格边际下降,利好新能源车企利润率改善。目前新能源需求强劲,在手订单充沛,未体现出受燃油车购置税补贴政策影响,维持500万以上销量判断。 中金建议关注头部自主整车和新势力车企,包括理想汽车-W (02015.HK)、小鹏汽车-W (09868.HK)、蔚来-SW(09866.HK)、长城汽车(02333.HK)及吉利汽车(00175.HK)等,以及电动智能零部件商福耀玻璃(03606.HK)。
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