《大行報告》花旗料中國電動車上周銷售再次遜預期 估首季銷售將按季跌40%
花旗發表報告表示,按中國汽車保險零售數據,內地1月上半個月電動車零售銷售按月跌25%(按年升26%),即第二周銷售按周轉跌1%,低於該行原先預期按周上升5%至15%,再次遜預期。內地1月上半月純電動車(BEV)銷售按月跌34%(按年升46%)、插電式混合動力車(PHEV)按月跌3.9%,總乘用車板塊(內燃機(ICE)+新能源車)半月按月下跌5.8%(按年升26%)。
該行料內地1月電動車銷售量為62.3萬輛(按月跌30%),估計2月踏入淡季銷量將按月跌50%,並料3月按月回升60%,估計內地今年首季銷售143萬輛,將按季下跌40%(按年升16.6%),此與該行保守的2024年展望和預測一致,料內地插電式混合動力車(PHEV)及增程型電動車(EREV)是放緩的下一個大趨勢。
花旗表示在公司層面上,比亞迪(01211.HK)還好,但按周計則弱於行業。1月第二周整個行業銷售持平,新能源汽車為-1%(插電式混合動力汽車按周為-5%,EREV按周為+22%),理想汽車-W(02015.HK)按周增長58%跑贏行業,特斯拉(TSLA.US)按周升132%,比亞迪按周下跌9%跑輸行業。(wl/cy)
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