交银国际:4月内地新能源车表现亮眼 料5月车市增速平稳

金十财经
13 May

【交银国际:4月内地新能源车表现亮眼 料5月车市增速平稳】金十数据5月13日讯,交银国际发报告指,4月内地车市表现良好,其中新能源车表现亮眼,其增速优于行业整体,渗透率达51.5%。考虑到上海车展中新车发布力度温和及5月较高基数,该行预计5月内地车市增长相对平稳,新能源车出口亦将维持高增速。该行建议关注比亚迪股份(01211.HK)的智能驾驶及出口、小鹏汽车(09868.HK)G7及M03MAX的上市和交付,以及吉利汽车(00175.HK)私有化极氪后的内部资源整合。出口方面,虽乘用车出口有所放缓,但新能源车出口优于同业。该行认为,燃油车出口表现偏弱或受俄罗斯车市销量下滑,以及国内品牌于俄罗斯份额有所下滑所影响。

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