大行評級|里昂:看好有明確汽車產品線及穩定盈利能力的車廠 首選比亞迪及小鵬
里昂發表研報,指多間中國車廠在春節期間披露的1月銷售報吿反映,在季節性疲弱下交付量有更多亮點。報吿提及,電動車總銷量(截至2月2日)約78萬輛,按年增25%,但按月下降28%,主要由於大多數車廠受假期因素影響。里昂表示,由於拉丁美洲及亞太地區市場的認知度強勁,比亞迪出口量達6.6萬輛,較去年12月的5.7萬輛及前數個月的3萬至4萬輛有所增加。國內市場方面,吉利憑藉在內燃機SUV及高端電動車領域的競爭優勢,創下了月度銷量新高。另外,由於自動駕駛滲透率不斷提高以及新車強勁推出,小鵬銷量突破3萬輛。展望未來,里昂認為中國汽車行業競爭仍將激烈,而減價幅度將較市場預期温和。該行看好擁有明確汽車產品線及可證明穩定盈利能力的車廠,行業首選為比亞迪及小鵬。
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.