金吾财讯 | 交银国际表示,2024年12月多家车企交付量创新高。该行指,需谨慎12月销量冲刺后车市进入消费淡季,车市竞争加剧引发价格战,2025年1月1日多家车企开年大促,其中零跑和小鹏针对旗下多款车型推出现金补贴政策。个股方面,该行建议关注乘用车板块优质标的比亚迪(01211/买入)DM5.0车型+出口;蔚来(09866/NIO US/买入)萤火虫和乐道L60上量;小鹏(09868/XPEV US/买入)M03和P7+上量。
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