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《大行》花旗:比亞迪(01211.HK)減價提升電動車滲透率 利好禾賽(HSAI.US)地平線機器人(09660.HK)
花旗發表報告指,比亞迪(01211.HK)於5月23日宣布多款車型採取固定價格(一口價)政策(有效期至2025年6月30日),根據該行的估計,新增折扣最高達3,000人民幣(約為建議零售價的1.5%)。花旗預計競爭對手將跟隨比亞迪的降價行動(長安汽車於5月24日宣布Deepal-S07提供2.5萬元人民幣現金折扣加5,000元人民幣置換補貼,零跑汽車(09863.HK)亦於宣布C16/C11的固定價格)。 花旗估計:(1)在週末(5月24/25日)降價後,比亞迪經銷商店面客流量較前一週末激增30%至40%;(2)內燃機車(ICE)銷售滲透率可能在2025年第三季度預計大幅下降;(3)比亞迪及新能源車板塊因降價帶來的銷售增長,可能有利於2025年第三季度預計禾賽(HSAI.US)及地平線機器人(09660.HK)的出貨可見度;(4)儘管市場可能擔憂比亞迪競爭對手的市場份額受侵蝕,花旗預計價格低於20萬人民幣的新能源車企將保持強勁銷售增長,因競爭相對溫和(2025至2026年預計低於20萬人民幣的純電動車/插電混動車型單車型銷售按年增長30%以上)。
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