《大行報告》花旗:新能源車企上月銷售錄雙位數增長勝預期 首選比亞迪及長汽
花旗發表報告,中國多間新能源汽車製造商公布10月銷售錄雙位數字增長,優於市場同業預期,留意到10月份最後2個工作日的銷量超預期。該行在中資汽車股中首選比亞迪(01211.HK)及長汽(02333.HK),其後是理想汽車-W(02015.HK)、吉利(00175.HK)及零跑汽車(09683.HK)。
該行指,比亞迪10月新能源汽車銷售達30.18萬輛,按年升39%(按月升5%)優預期,首十個月銷售按年升70%至238萬輛。
花旗指,理想汽車10月共計交付新車40,422輛,按年升3倍(按月升12%),符合預期;小鵬-W(09868.HK)10月交付20,002輛智能車,按年增長292%(按月增長31%)優預期;蔚來-SW(09866.HK)10月交付16,074輛汽車,按年增長60%(按月升3%)略低於預期。
該行指,長汽10月新能源車銷售30,461輛創新高,按年增長178%(按月升39%)優於預期。
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