摩根士丹利上調中國電動汽車股票目標價和銷量預測,中國政府研究延長稅收優惠
摩根士丹利上調理想汽車和比亞迪等中國電動汽車股票目標價,且由於中國新能源汽車銷售強勁,提高銷量預測。
“我們將2022年新能源汽車基準銷量預測上調24%至570萬輛,2023年上調17%至660萬輛,”分析師Cindy Huang等人在報告中寫道。
分析師表示,預計強勁的訂單、渠道庫存低,積極的刺激措施和車型儲備較好,將支持電動汽車在下半年的勢頭。
該行維持對理想汽車,小鵬和蔚來的超配評級;將理想汽車的目標價從159港元上調至209港元,小鵬汽車的目標價從165港元下調至160港元。
該行維持對比亞迪的平配評級,目標價從256港元上調至300港元,稱該公司“似乎有望實現全年150萬輛汽車的銷售目標,市場對所有方面的預期似乎都很高。
昨日,中國商務部等17部門發佈擴大汽車消費若幹措施的通知,通知要求促進新能源車跨區域流通,破除新能源汽車市場地方保護,各地區不得設定本地新能源汽車車型備案目錄。研究免徵新能源汽車車輛購置稅政策到期後延期問題。蔚來汽車在隔夜美股市場領漲中國電動汽車類股。
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.