《大行報告》交銀國際:6月新能源車銷量按月續改善 下半年有望持續
交銀國際發表研究報告指出,比亞迪(01211.HK)公布了6月銷量成績,總銷量為25.3萬輛,按年增長88.79%,按月增長5.3%。理想汽車-W(02015.HK)6月交付量突破3萬輛,再創新高,今年首六個月銷量已超去年全年。根據理想汽車的第三季規劃,銷量挑戰超4萬輛月銷交付。
蔚來-SW(09866.HK)及小鵬-W(09868.HK)按月改善。蔚來交付量為1.07萬輛,按月上升74%。小鵬6月交付8,620輛新車,按月上升15%。長城汽車(02333.HK)也發布6月新能源車銷量數據,新能源乘用車銷量2.66萬輛,按年增長110.1%。
該行認為,6月新能源汽車銷量按月續改善,並符合該行對下半年行業的判斷,即最壞時刻已過,汽車板塊下半年好於上半年,下半年銷量開始按月持續改善。預計新車型交付和需求改善將支持7月銷量繼續改善。汽車板塊中,該行看好比亞迪和理想汽車,齊予以「買入」評級。
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