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乘聯會:內地上月乘用車市場零售按年增長3% 按月急升31.4%
乘聯會公布,內地去年12月乘用車市場零售達到216.9萬輛,按年增長3%,與11月按年下降9.1%形成巨大的反差,12月零售按月增長31.4%,是2008年以來最強的12月按月增速。 至於全年累計零售2,054.3萬輛,按年增長1.9%,淨增長38.6萬輛,其中購車稅優惠政策啟動以來的6至12月按年增加145.2萬輛,雖因11月負增長而稍低於乘聯會預估的車購稅政策帶來200萬輛增量,但政策增量貢獻仍是巨大。 新能源乘用車方面,上月批發銷量達到75萬輛,按年增長48.9%,按月增2.5%,在車購稅減半政策下,新能源車不僅沒有受到影響,反而持續走強。全年新能源乘用車批發649.8萬輛,按年增長96.3%。12月新能源乘用車零售銷量達到64萬輛,按年增長35.1%,按月增6.5%,全年新能源乘用車國內零售567.4萬輛,按年增長90%。 在產品投放方面,隨著自主車企在新能源路線上的多線並舉,市場基盤持續擴大,廠商批發銷量突破萬輛的企業仍保持14家,佔新能源乘用車總量82.1%。其中比亞迪(01211.HK)佔23.46萬輛、上汽通用五菱8.56萬輛、特斯拉中國5.58萬輛、吉利汽車(00175.HK)4.46萬輛、長安汽車(000625.SZ)3.92萬輛、上汽乘用車3.07萬輛、廣汽埃安3萬輛、理想汽車(02015.HK)2.12萬輛、蔚來(09866.HK)1.58萬輛、小鵬汽車(09868.HK)1.13萬輛、長城汽車(02333.HK)1.1萬輛。
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