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《大行报告》花旗:是时候关注中资汽车增长股 看好比亚迪、吉利、蔚来及小鹏
阿思达克 06-02 14:30
花旗发表研究报告,升今年中国新能源车销售预期至252万部(原本178万),而至2025年相信可升至784万部(原本686万),同时下调对今年传统燃油车的销售预期。

该行预期市场正从防守型的股份,转至增长型的汽车股,主因面对晶片短缺的情况下,车厂较为着紧利润,多於销量,同时中国消费者开始接受新能源车,以及车厂需要加大新能源车销量,抵销企业平均燃料效率(CAFC)下的碳排放额度。

该行又指,在第二至第四季,预期中国汽车批发销售增分别1.7%、6.2%及11.4%,汽车保险销量增11.9%、11.6%及8.9%。行业今年的碳排放额度将可令比亚迪(01112.HK)、蔚来、小鹏、理想受惠,因生产足够数目的新能源车,并可将过量的额度出售,即使在芯片短缺,甚至无芯片的情况下,都可透过销售额度获利。

该行表示,比亚迪、小鹏、蔚来在新能源车市占率方面最积极,而吉利(00175.HK)在芯片短缺的情况下,可在同业中最快复苏。

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