《大行報告》摩通:內地新能源車銷售進入旺季 但明年前景仍未明朗
摩根大通發表報告指,內地整體乘用車銷售仍然緩慢,但11月首兩周的新能源汽車銷量顯示,已初步出現改善跡象。新能源汽車銷售踏入旺季,惟補貼該步取消前的強勁銷量或無法消除市場對2023年經濟放緩的憂慮,特別是考慮到部分需求復甦是由於產品降價,而最近的電池減產,亦顯示了2023年首季或將無可避免地錄得下跌。
該行表示,對內地電池製造商保持謹慎態度,認為隨著電動汽車和電池領域競爭格局的加劇,建議投資者繼續關注能夠實現盈利增長的公司如比亞迪(01211.HK)。以再通關貿易為重點主題投投資,該行推薦蔚來(NIO.US)和小鵬汽車(XPEV.US),雖然它們被拋售較多,但具有穩健的資產負債表和訂單積壓。
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