《大行報告》招銀國際:比亞迪、理想、埃安及零跑6月銷量創新高
招銀國際發表研究報告指出,比亞迪(01211.HK)、長城汽車(02333.HK)、蔚來汽車(09866.HK)、小鵬汽車(09868.HK)、理想汽車(02015.HK)、極氪、埃安、哪吒及零跑共九家中國汽車製造商披露了6月份銷量,合計總銷量按年增長71%(範圍包括跌44%至升150%),按月增長7%(範圍包括跌7%至增長74%)。
當中,理想6月銷量超過3.2萬輛創新高,符合該行預測。而理想於第二季的銷量幾乎是蔚來與小鵬銷量總和翻倍。但蔚來上月銷量按月增長74,是九家車企中最高。比亞迪、埃安及零跑上月銷量亦再創新高。比亞迪上月乘用新能源車批發量按月升5%至約25.2萬輛,符合預期。埃安上月批發量4.5萬輛符預期。
該行預期,6月份內地新能源車零售量將與該行早前預測的64萬輛相若,儘管上述九家車企中有五家上月創下新能源車月銷量新高,但Tesla(TSLA.US)上月於內地的零售量可能仍略低於3月份水平。
招銀國際對汽車股最新評級及目標價表列如下:
股份|評級|目標價(港元)
理想汽車(02015.HK)|買入|172元
吉利(00175.HK)|買入|14.5元
長城汽車(02333.HK)|買入|12元
廣汽集團(02238.HK)|買入|7元
億和控股(00838.HK)|買入|1.5元
永達汽車(03669.HK)|買入|8.5元
美東汽車(01268.HK)|持有|17元
小鵬汽車(09868.HK)|持有|35元
比亞迪(01211.HK)|持有|240元
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