大行評級|海通國際:當前小米主要壓力在交付端 預計YU7年底單月交付有望破4萬輛
海通國際發表中國汽車行業報告,內地各大車企陸續公佈6月銷量。爲衝刺半年銷量,主流廠商密集推出優惠促銷搶佔市場份額。展望下半年,隨着監管力度持續加碼,該行認爲價格戰或將逐步收斂,競爭焦點將轉向服務升級、質量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3000輛。YU7於6月26日上市,18小時內鎖單逾24萬臺;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。
另外,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於月底開啓預售,後續C11更新、B05發佈將延續強產品週期,該行看好下半年公司穩態月銷突破5萬輛。
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