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《大行》海通國際:小米汽車6月銷量按月降 當前壓力在交付端 料YU7年底單月交付或破4萬輛
小米-W(01810.HK)創辦人雷軍透露,小米汽車目前國內排隊的人實在太多,所以這兩年先優先把國內的交付問題解決以後,大概2027年才會考慮出口。小米今早低開0.7%後跌幅擴大,盤中曾低見57.15元一度下滑近5%,半日收57.5元走低4.4%,成交額83.79億元。零跑(09863.HK)股價上揚3.5%。 海通國際發表中國汽車行業報告,內地各大車企陸續公布6月銷量。為衝刺半年銷量,主流廠商密集推出優惠促銷搶佔市場份額。展望下半年,隨著監管力度持續加碼,該行認為價格戰或將逐步收斂,競爭焦點將轉向服務升級、品質與價格平衡及技術疊代。 該行指小米汽車6月銷量超2.5萬輛,按月回落約3,000輛。YU7於6月26日上市,18小時內鎖單逾24萬台;當前主要壓力在交付端,工廠二期產能釋放節奏將成關鍵變量。該行預計YU7年底單月交付有望破4萬輛。 海通國際指,零跑6月銷量再創新高,理想(02015.HK)及小米按月銷量下滑。零跑汽車6月銷量4.8萬輛,按年及按月續增139%及7%,月銷再創新高,連續四個月蟬聯新勢力月度銷冠,上半年累計交付22.2萬輛。6月新款C16上市,全新B01於月底開啟預售,後續C11更新、B05發布將延續強產品週期,該行看好下半年公司穩態月銷突破5萬輛。
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