智通财经APP获悉，招商证券国际发布研究报告称，内地新能源车企去年12月表现强劲，今年预期高增，一、二月政策真空期低吸优质股。
当中，比亚迪股份(01211)上月交付新能源乘用车50.9万辆，同比和环比分别增49.8%和1.1%;全年交付425万辆，同比增41.1%。预估今年销量500万至550万辆，按中值同比增长23.5%，出海目标翻倍。今年关注纯电平台叠代，并将发布第二代新的刀片电池技术，提升充电速度及续航能力。
整车推荐顺序方面，招商证券国际的行业首推吉利汽车(00175)，新能源车今年增长约70%至150万辆，弹性大。其次看好比亚迪，估值不高仍在成长期，国内外潜在市场空间仍大。然后是智能化领先的特斯拉(TSLA.US)/华为系/小鹏汽车-W(09868)/理想汽车-W(02015)。
零部件方面，该行首推福耀玻璃(03606)，看好全球市场份额持续提升及高成长能力。1至2月市场旺季向淡季过渡，是补贴政策真空期，汽车股波动或加大，逢低吸纳全年成长确定性高的优质股。
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