《大行報告》中金:廣州車展拉開明年新車序幕 理想和小鵬亮相首款純電MPV車型
中金發表報告指,第二十一屆廣州國際汽車展覽會於本月 17日開幕,總體來看,上年受疫情影響新車型發布較少;今年新車發布節奏前低後高,本次廣州車展新車發布密集,全球首發車型達59款,聚焦於新能源車型,其中理想(02015.HK)和小鵬(09868.HK)分別亮相首款純電MPV車型。
該行表示,供給端新車密集發布,並看好明年年總量穩健、新能源滲透提升以及出口維持高增。中金預計,今年年內需和出口超預期,批發及出口分別可達2,524萬輛及400萬輛,按年升9%及58%。
中金指,明年乘用車需求保持韌性,上牌及批發分別達2,227及2,642萬輛,按年升3.6%及4.7%。新能源車銷量達到1,200萬輛,滲透率或將超46%,銷量增速+36%,帶動中國自主品牌份額進一步提升;而汽車出口有望突破500萬輛,按年升35%,成為全球第一大汽車出口國。(ca/w)
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