国联民生证券研报指出,比亚迪6月实现新能源汽车销量38.3万辆,同比增长12.0%,环比持平。其中纯电和插混车型销量分别为20.7 万辆和17.1 万辆,同比增速分别为+42.5%和-12.5%,环比增速分别为+1.2%和-1.1%,王朝+海洋网销量承压。其中方程豹品牌表现亮眼,6 月方程豹钛3 销量为12017 辆,环比增长114.67%,销量持续兑现。海外市场厚积薄发,销量持续走高。比亚迪技术进步带动销量增长飞轮持续演绎,“全民智驾”智能化战略有望助力公司实现量价齐升。全球化进程加速,高端化受益智能化+大车型战略,有望打开营收和利润空间,中长期盈利水平有望持续提升。维持“买入”评级。
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