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《大行報告》花旗:內地乘用車6月以來銷售驚喜增長 新能源車看好比亞迪及「蔚小理」
花旗發表報告表,內地乘用車市場4個關鍵績效指標(KPI)均顯示,6月以來行業正持續錄得令人驚喜的按年正增長,在三方面表現優於市場預期,第一是對刺激措施對傳統內燃機汽車的的影響強於預期;第二是解除封鎖後行業生產快速恢復;第三是傳統內燃機汽車與新能源汽車需求互相侵蝕(cannibalization)的影響有限。 在新能源汽車領域,該行看好比亞迪(01211.HK)、蔚來-SW(09866.HK)、理想汽車-W(02015.HK)、小鵬汽車-W(09868.HK);而在傳統內燃機汽車領域,該行喜愛吉利(00175.HK)及長城汽車(02333.HK),並指吉利從2023年開始轉變為關鍵新能源汽車企業的可能性很大。 按報告資料,上述4個關鍵績效指標(KPI)包括中國乘聯會零售數據、中國乘聯會批發數據、Thinkercar批發量日均數據、Thinkercar零售保險數據。據報告引述中國乘聯會今年6月首十九天乘用車零售量按年升24%(按月升43%)、中國乘聯會今年6月首十九天乘用車批發量按年升34%(按月升52%)。
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