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大行評級|摩根大通:新能源汽車供應鏈中首選比亞迪、寧德時代及福耀玻璃

摩根大通發表研究報吿指,近期對超過2,500名有意購買或最近已購入新能源汽車的中國消費者進行抽樣調查,發現市場上的競爭已從主要關注價格,開始轉向更關心產品內容,例如硬件配套、超級快速充電技術、用户體驗及輔助駕駛功能等。

摩通指,調查結果更顯示消費者會願意支付更多去購入功能齊備的產品,預期行業零部件供應商將受益,因此在供應鏈中較為看好比亞迪、寧德時代及福耀玻璃,屬產業鏈首選。近期國家出台以舊換新補貼政策,該行預期可刺激置換需求,有助於提振消費者情緒及今年下半年的新能源汽車需求,預計從今年5月或6月開始電動汽車需求將更廣泛地重現季節性趨勢,當中中國品牌繼續受到歡迎。

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