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乘聯會:上月特斯拉中國產汽車銷量6.6萬輛 按月增長18%
乘聯會公布,1月份內地新能源乘用車批發銷量達到38.9萬輛,按年跌7.3%,按月下降48.2%。新能源乘用車零售銷量達到33.2萬輛,按年跌6.3%,按月跌48.3%。 期內,新能源乘用車企業受春節和補貼退出等因素影響而出現分化走勢,比亞迪(01211.HK)純電動與插混雙驅動夯實自主品牌新能源領先地位;以長安(000625.SZ)、上汽(600104.SH)、廣汽(02238.HK)、吉利(00175.HK)等廠商為代表的傳統車企在新能源板塊表現較頑強。 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降到7家,按月減半,按年減少4家,佔新能源乘用車總量76%。其中:比亞迪汽車15.02萬輛,按月跌近36%;特斯拉中國6.61萬輛,按月增長18.4%;長安汽車2.5萬輛、上汽乘用車1.82萬輛、理想汽車(02015.HK)1.51萬輛、吉利汽車1.1萬輛、廣汽埃安1.02萬輛。
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