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《大行報告》野村:內地5月車市因晶片短缺而放緩 估乘用車批發呈負增長
阿思達克 06-16 14:40
野村發表研究報告指,中國5月份汽車市場一如預期,受晶片短缺所影響,表現有所放緩,乘用車批發單月銷售按年下跌1.7%,按月更跌3.4%,預期晶片因素將持續影響6月份的銷售。

野村估計,要至第三季以後晶片供應才逐步恢復,因此相信第二季行業表現將最為受打擊,第三季受影響情況料較輕微,汽車製造商將在第四季急起直追,嘗試彌補上半年的影響。

該行指,中國電動車市場仍處於結構性增長階段,滲透率不斷提高,料將繼續被Tesla(TSLA.US)、比亞迪(01211.HK)及上汽通用五菱所主導。野村看好比亞迪及小鵬汽車(XPEV.US),均予「買入」評級。

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