金吾财讯 | 交银国际表示，6月多家车企交付量延续增长，但环比增速放缓。根据部分已公布的6月车企交付量数据， 得益于以旧换新补贴政策，以及各车企推出的促销活动，6月新能源车市场延续增长态势，由于新能源渗透率已经连续3个月超50%，处于较高水平，因此环比增速有所放缓，其中 11 家车企销量同比增长约17.7%，环比微增约0.5%。该机构指，7月多款新车将上市，包括小鹏G7、乐道L90、理想i8，以及比亚迪海狮06，将进一步丰富市场供给。得益于以旧换新政策以及车企的促销活动，该机构预计7月新能源汽车有望延续增长态势，但环比增速或仍放缓。行业看好比亚迪(01211/买入)智驾+出口 ；小鹏汽车(09868/XPEV US/买入)M03 MAX /G7/增程车型陆续上市，带动销量和毛利率提升；吉利汽车(00175/买入)私有化极氪后推动内部资源整合。
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