异动解读 | 比亚迪股份盘中大涨5.01%,5月销量结束八连跌叠加自研芯片发布提振市场信心

异动解读
Yesterday

比亚迪股份今日盘中大涨5.01%,引起了市场的广泛关注。

消息面上,比亚迪5月份新能源汽车销量为38.35万辆,虽然同比仅微增0.26%,但结束了自去年9月以来的连续八个月同比下滑态势,这一关键数据的企稳回升为市场注入了信心。尤为亮眼的是,公司5月出口新能源汽车合计16.06万辆,同比大幅增长80.7%,创下历史新高,强劲的海外市场表现成为驱动增长的重要引擎。

与此同时,花旗发表研究报告指出,比亚迪5月份批发量达到38.3万辆,高于市场预期,并因此开启为期30天的正面催化剂观察。报告预期公司第二季盈利表现强劲,且未来的每周订单将更为强劲。此外,比亚迪于5月28日发布了自研的4纳米制程智驾芯片“璇玑A3”,该芯片已实现规模化量产,支持L3/L4自动驾驶,三颗协同算力超2100TOPS,单位功耗较同级产品低20%,这一技术突破进一步增强了市场对公司智能化布局和长期竞争力的看好。盘中亦出现大手买入交易,显示机构资金积极介入。

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