《大行報告》匯豐研究:內地新能源車偏好比亞迪(01211.HK)、理想(02015.HK)及吉利(00175.HK)
匯豐研究發表報告指,新車型增加將帶動需求軟復甦,惟價格環境可能仍具挑戰性。內地新能源車中,該行偏好比亞迪(01211.HK)、理想(02015.HK)及吉利(00175.HK),因比亞迪市場領先的規模和第四季產品組合具潛在增長,而理想按月銷量上升和供應瓶頸獲緩解。至於吉利則因其電動汽車追趕勢頭強勁。
報告指,理想像9月銷售表現依然穩健,銷量達到3.6萬輛,由於去年基數較低,按年增幅213%,按月增長3%。如果產能瓶頸逐步緩解,該行指理想很可能在10月份實現約4萬輛銷量。
比亞迪方面,9月銷量25.8萬輛,按年增長35%,按月增長7%。該行預計其高端品牌(仰望U8和方程豹BAO5)將於第四季開始交付,以支持整體產品結構。
報告提到,吉利(00175.HK)9月銷量為14.3萬輛,按年增長31%,按月增長12%。其中,電動車銷量創下新高,滲透率達到31.5%。該行認為,隨著更多車型的推出或升級,其電動車銷售勢頭可能會持續到第四季。
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