《大行报告》美银证券:内地合资车厂5月零售跑输同业 受晶片短缺拖累
美银证券发表研究报告,指内地5月份乘用车保险登记数字为162万辆,按年增7%,今年首五个月则增42%,主因低基数所致。预期5月份渠道库存下降约8.5万辆,有助减低经销商折扣。在地域上,以广东、江苏、山东和浙江表现跑赢行业,而四川、湖南、安徽、湖北表现跑输。
该行指,本地生产的电动车保险登记于5月为17.7万辆,按年增170%,今年首五个月则升248%,相信除了是因低基数外,亦是于去年下半年推出受欢迎的车款有关。
而合资车厂方面,东风本田、东风日产、广汽丰田和广汽本田5月销售都跑输行业,因生产受芯片短缺影响,料情况将持续至6月,库存亦会紧张。
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