《大行報告》大摩:比亞迪(01211.HK)6月銷售提升 出口穩定
大摩發表報告指,比亞迪(01211.HK)6月新能源乘用車銷量按月增5%、按年增長88%,達到25.17萬輛。插電式混合動力組合基本穩定,佔比亞迪6月乘用車銷量的49%。王朝和海洋系列總銷量按月增長5%,達到24.05萬輛,而海外銷量持平於1.05萬輛。上半年乘用車批發量達到125萬台,海外總銷量為7.43萬台。
報告指,比亞迪旗下騰勢汽車6月份交付量穩定在1.1萬輛,連續四個月保持在1萬輛以上水平。該行認為表現令人印象深刻,因為目前Denza車型陣容中只有D9 MPV在銷售,平均售價超過35萬人民幣。
管理層更提到D9訂單量在6月創紀錄,在限時促銷活動後達到1.5萬輛,而且約30%的D9客戶同時下訂N7 SUV,該車將於7月3日正式上市。 該行認為,隨著Denza產品組合不斷增加,應為比亞迪自主品牌的定價壓力提供緩衝。
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