《大行》汇研:偏好汽车供应商多于车厂 荐买宁德时代及福耀玻璃

AASTOCKS
Oct 24, 2025

汇丰研究报告指,9月内地电动车销量按月及按年均增长16%,而且渠道反映10月黄金周订单表现正面,部分因年底补贴政策转变推动消费者提前购买。该行指,补贴计划于年底结束,加上购置税减免幅度削半,将影响车价低于15万元人民币的大众市场,令该市场的波动高于豪华市场。另外,电池供应商正面临供应紧张。今年前三季纯电动车(BEV)销量增长超越插电混动车(PHEV),而且单车平均电池容量提升,加上国内商用车电动化...

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