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花旗:比亞迪和吉利迎來投資機會

花旗分析師Jeff Chung在報告中指出,中國電動汽車和電池股近期表現疲軟,爲比亞迪(01211.HK)和吉利(00175.HK)等領先企業創造投資機會,預計比亞迪和吉利汽車是未來兩年新能源車滲透率最高的兩家企業。政府近期對汽車軟件空中下載技術(OTA)的管控升級,旨在爲各大設備製造商建立高級駕駛輔助系統的功能標準,確保司機和車輛數據的安全,看好新能源汽車行業的基本面依然強勁,預計8月新能源汽車銷量按月增長8%,或同比增長164%,達到26.6萬輛。

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