港股異動 | 比亞迪股份漲約8%,股價三日連升累漲超16%,機構稱頭部車企優勢突顯
$比亞迪股份(01211.HK)$盤中大幅拉昇,截至發稿,漲7.93%,報234.2港元,成交額13.33億港元。
奪國內汽車年度銷量冠軍,銷量創歷史紀錄
乘聯會發布2022年銷量數據及排名前十車企榜。比亞迪以186.3萬輛(批發量)超過一汽大衆的180.2萬輛,首次成爲中國汽車市場銷量冠軍。2022年,比亞迪汽車憑藉新能源車實現彎道超車,乘用車累計銷售1862428輛,全年同比猛增155.1%;含子出口的11320輛在內,12月乘用車銷量234598輛,同比增長139.4%。零售量和批發量均超越一汽-大衆,憑藉強勢的市場表現摘得2022年國內汽車銷量冠軍,這不僅是比亞迪首次奪冠,也是中國汽車品牌在中國汽車市場首次奪冠。
機構稱頭部車企優勢突顯
天風證券發佈研報稱,短期需求承壓,23Q1後有望逐步修復;需求中樞向上,自主品牌崛起,新能源有望延續強勢增長;我們認爲2023年汽車行業整體需求中樞向上,國內新能源汽車銷量預計952萬輛;未來行業競爭格局將愈發激烈,頭部車企的優勢愈發突顯,有望進一步鞏固行業地位及市佔率,行業或將出現分化。
富瑞發佈研報稱,今年對車企來說是具挑戰性的一年,但認爲行業領先者會在2023年隨供應鏈整合而有出色的表現,電動車銷售預計增長35%,滲透率將達四成。該行認爲,比亞迪將會是大衆市場的價格決定者,同時將成爲歐洲的先行出口者。
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