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《大行報告》花旗:內地乘用車零售銷售按周跌5% 市場關注行業消費降級趨勢影響
花旗發表報告指,8月29日至9月4日內地乘用車零售銷售按周下跌5%。當中,內燃機車和新能源車銷售分別下跌6%和1%,內地本土乘用車品牌零售銷售按周下跌7%。由於疫情城市管控措施的負面影響抵銷了旺季的積極預期,指新能源車按周跌幅符合市場預期。 該行指,理想汽車(02015.HK)面臨產品老化的問題下,由於異常的低基數效應,銷售按周升47%。面臨同樣問題的小鵬(09868.HK)銷售則按周跌21%,而蔚來(09866.HK)的生產零件供應問題改善,銷售按周升3%。該行認為,市場仍將關注影響消費降級趨勢對下半年需求影響。
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