乘聯會:7月新能源車零售銷量預計45萬輛 按年增長1.03倍
乘聯會數據顯示,中國7月中旬乘用車總體市場折扣率約為13.7%,整體價格與上月(13.7%)保持穩定。在全年任務的壓力下,廠商持續發力,據7月零售目標調研顯示,佔總體市場約八成左右的廠商按年增長達到兩位數,初步推算本月狹義乘用車零售市場在177萬輛左右,按年增長17.8%,新能源車零售約45萬輛,按年增長102.5%。
期內,主要廠商零售第一、二周的日均零售按年各升16%,隨著地方性消費政策的延續,車市逐步向好。預計第三周市場穩步攀升,按年升約19%,第四周進入月底衝量階段,考慮到去年同期受晶片短缺影響基數較低,預計日均零售按年升約17%。綜合估算7月零售將達到177萬輛,按年升17.8%。
此外,內地堅持常態化防疫不動搖,疫情總體趨於平穩,供應鍊和整車生產均已全面恢復。新能源產能利用率迅速恢復,蔚來(09866.HK)、Tesla(TSLA.US)及廣汽埃安等廠商也進一步增擴產能,預計下半年可實現產能爬升。除供應改善外,新能源產品消費者接受度逐漸提高,預計年底補貼退坡前新能源市場將持續增長。
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.