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《大行報告》花旗:中資車股看好比亞迪及華晨中國等 籲沽售小鵬(09868.HK)
花旗發表研究報告指,根據行業最新數據,10月31日至11月6日期間整體乘用車每日平均零售額都低於市場預期,按周下跌14%,其中純內燃機(ICE)及新能源(NEV)車型分別按周跌15%及11%。 按品牌劃分,中國本土品牌按周跌13%,大眾定位的外國品牌跌16%,外國豪車品牌則跌10%。該行估計,經調整後11月首周的日均銷售計,純電動車(BEV)及插電式混合動力車(PHEV)期內零售銷售分別按月增長3%及5%;當中特斯拉(TSLA.US)、蔚來(09866.HK)(NIO.US)、理想(02015.HK)(LI.US)、埃安、極氪及比亞迪(01211.HK)等都錄得介乎8%至74%的按月增長,而小鵬(09868.HK)(XPEV.US)與零跑(09863.HK)則預期按月跌18%及6%。 花旗表示,維持對比亞迪、華晨中國(01114.HK)、理想、蔚來及吉利(00175.HK)的「買入」評級,並保持對小鵬的「沽售」評級。
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