《大行報告》大和:內地新能源汽車廠商掀新一輪減價戰 料短期股價面臨壓力
大和發表報告指,留意到內地新能源車生產商展開的新一輪減價戰,並已在今年開始持續至今。
其中特斯拉(TSLA.US)中國率先在上月12日宣布Model 3及Model Y每輛減價6,500至1.5萬元人民幣,當月有吉利旗下極氪、理想汽車(02015.HK)(LI.US)、蔚來(09866.HK)(NIO.US)及上汽旗下智己跟進減價。踏入本月,小鵬(09868.HK)(XPEV.US)、零跑(09863.HK)、長安汽車旗下深藍、比亞迪(01211.HK)、哪吒汽車、上汽通用五菱和長安汽車旗下長安啟源亦先後宣布減價。
該行表示,基於市場有過多新能源車品牌及車款供應,短期將見電動車生產商及上游部件商面臨價格壓力,加上美國或禁止進口中國智能車及相關部件,預期汽車相關股份股價短期受壓。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.