《大行報告》中金:內地新能源車企「銀十」零售有望延續增長 料明年乘用車銷量增速達30%
中金發表報告指,內地新能源車企「銀十」零售有望延續增長,看好明年國內新能源乘用車銷量增速達30%,批發銷量沖擊1,200萬輛。
報告指,10月國內車市受到節日效應帶動,地方促消費與企業新車及促銷形成合力,對10月的汽車需求構成強支撐。乘聯會估計10月國內狹義乘用車零售有望達202萬輛,按年增9.5%。該行認為在廣州車展新車型帶動下,疊加去年11月低基數,11月銷量按年增速有望達到20%。
展望明年,報告指,雖然產能過剩、價格競爭仍然激烈,但各車企價格競爭有望帶動需求向上、混動持續加速放量、智能駕駛在購買決策中的重要性提升,也有效提升了新能源車產品競爭力。
報告提到,維持特斯拉(TSLA.US)「跑贏行業」評級不變。基於對皮卡車型放量及潛在的降價促銷更保守的預測,分別下調特斯拉今明兩年盈利預測3.9%和26.7%至109.8和143.6億美元,考慮到板塊估值穩健,下調目標價10%至265美元。
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