《大行報告》花旗:比亞迪(01211.HK)股價相對其他電池供應商強勁 或因贏得市場份額
花旗發表報告指,根據行業數據,預計截至10月15日半個月國內新能源乘用車電池安裝量按月持平,比亞迪(01211.HK)按月增6%,寧德時代(300750.SZ)按月跌12%,中創新航(03938.HK)按月跌4%。
根據花旗行業調查,現階段主要的電動汽車電池供應商正在去庫存。鑒於比亞迪正在擴大電動車市場份額,非比亞迪電池供應商在電動車電池領域的市場份額正在減少。
展望明年,如果電動車銷量(內銷加出口)按年平均增長 15%,且插電式混合動力車(PHEV)的增長高於純電動車(BEV),該行預計電動車電池安裝量的年均增長將低於10%。這可能是比亞迪股價相對其他電池供應商較為強勁的原因。
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