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《大行報告》摩通:內地新能源車銷售強 6月滲透率升至9% 看好吉利及蔚來汽車
阿思達克 07-12 14:27
摩根大通發表研究報告指,中汽協公布6月份內地整體汽車市場銷售量按年跌12%,按月計亦跌5%;上半年銷量按年增長26%,較2019年同期升5%。

摩通預期,6月份批發量緩慢,是由於行業晶片持續短缺,加上南方疫情影響消費情緒,以及高考令出行及相關消費短暫受影響等因素所致,預期下半年行業將繼續增長;預期與2019年比較,乘用車下半年增幅將達到6%。

該行又指,新能源汽車上半年需求及銷售均較預期好,6月銷量按年增長139%,截至6月底市場滲透率提升至9%,較2020年的5%幾乎翻倍,因此上調對新能源汽車長遠滲透率預測。

摩通建議投資者策略性揀選吉利(00175.HK)及蔚來汽車(NIO.US)等OEM車廠,兩者評級均為「增持」。

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