《大行報告》大和料中資新能源汽車股下半年銷量持續強勁 對行業看法正面
大和發表評級報告指,據中國汽車工業協會所(CAAM)數據顯示,中國7月份新能源汽車產量按年增118%至61.7萬輛,而7月份電動車電池安裝量按年增114%至24.2GWh,磷酸鐵鋰電池滲透率則為59%。由於新能源汽車產能及銷量復甦,該行認為7月份產量表現強勁,同時考慮到當地政府推出的刺激政策、OEM新產品發布等因素,該行仍對下半年新能源汽車銷量感樂觀。
該行表示,在對新能源汽車銷量有強勁前景的支持下,料電動車電池安裝在今年餘下時間,將呈強勁增長,並相信領先的電池製造商及材料供應商將會受益,並重申對行業看法正面,維持比亞迪(01211.HK)「買入」評級。(ca/k)
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