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研報掘金|招商證券:汽車新勢力普遍回暖 看好比亞迪、長汽及理想
招商證券發表報吿指,汽車新勢力普遍回暖,看好比亞迪、長汽及理想。報吿提到,比亞迪5月交付33萬輛,按年增38.2%;在激烈競爭下表現強勁,搭載DMi5.0的秦L/海豹06憑藉超低油耗及超高性價比加速油車替代,拉動6月銷量增長;重磅車型陸續推出DMi5.0將持續提升競爭優勢。該行指出,理想5月交付3.5萬輛,按年增23.8%,其中L6交付超1.2萬輛;公司4月調整產品價格體系,銷售勢能正逐步恢復,在20萬以上新能源車市場份額按年增長,前四月市佔率達13.5%,為國產品牌第一。報吿另稱,蔚來3月下調BaaS電池月租價格26%至33%,後續又推出10億元油車置換補貼,降價拉昇銷量效果明顯。而小鵬銷量恢復依然偏慢,受渠道調整和產品線走弱影響,近期銷售負責人落實後有望改善。
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