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　　里昂发布研报称，内地上周主要品牌总订单环比上升10%，增量主要来自新车，例如比亚迪股份（01211）海狮08及理想汽车-W（02015）MEGA，未有新车的车企订单普遍回落。随着市场进入季节性高峰，该行预计9月乘用车需求将在新车上市及更完整产品阵容推动下继续小幅回升。不过，该行预测9月国内乘用车销量约为170万至180万辆，同比下降约24%，主要因去年需求提前透支造成的高基数。

　　报告指出，比亚迪订单环比上升12%，主要受定价22.99万至27.99万元人民币的海狮08带动，估计已有约1.5万张确定订单，该车款上市价与预售价一致。零跑汽车（09863）及吉利汽车（00175）均无新车，零跑下周将举行技术发布会，该行预计或公布约2款C/B系列新车及其最新智驾大语言模型。

　　理想汽车订单环比上升122%，受改款MEGA带动，售价50.98万元人民币，较旧款低约5万元并升级配置，录得约1万张订单，但该行估计目前MEGA产能仅约每月3，000至4，000辆。该行对比亚迪及吉利汽车维持“高度确信跑赢大市”评级，目标价分别为120港元及30港元；对零跑汽车维持“跑赢大市”评级，目标价60港元。

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