《大行報告》大摩:內地車市無復甦跡象 蔚來按周銷量大降 比亞迪周銷量跌至九個月低
摩根士丹利發表中國汽車行業報告表示,中國近一周乘用車市場銷售按周大致持平於43.75萬輛,新能源汽車近一周銷售按周跌1%,隨著理想汽車-W(02015.HK)及特斯拉(TSLA.US)近期減價,估計內地OEM汽車生產商可能會尋求削弱競爭對手。
該行透過調查顯示內地電動車廠商的訂單量在去年12月激增後仍受到抑制,各車企於淡季期間銷售業績將日益分化,最近理想汽車和特斯拉的降價推動了銷量的成長,帶來了按周運行率回到6,000至7,000輛水平。問界的銷售量也持續成長。
大摩表示,小鵬汽車-W(09868.HK)周銷量維持在1,400輛,而蔚來-SW(09866.HK)銷量下降幅度更大,降至1,700輛(按大摩1月9日報告指蔚來1月首周銷量3,000輛)。比亞迪(01211.HK)上周銷量按周下滑9%至40,200輛的九個月低點。
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