金吾财讯 | 中信里昂报告指，由于多款新车型的发布使得整体购买意欲回升，电动车7月21-27日一周，订单较前一周增加7%。在整车厂中，零跑汽车(09863)新推出的B01车型已获得超过1万辆订单。该行预计，零跑汽车2025年的月销量将超过5万辆，年销量将达到约60万辆。大众市场方面，比亚迪(01211)的订单量由前一周的7.2万辆小幅回升至7.57万辆，显示比亚迪正在收回部分价格折扣，并降低经销商的KPI。整体而言，中信里昂认为夏季销售疲软和政策不确定性带来的悲观情绪已被充分消化，并预计下一个催化剂将是内地市场稳定后的海外市场持续增长。
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