《大行》花旗料比亚迪(01211.HK)8月底库存按月微幅下降 维持在正常水平

阿斯达克财经
Yesterday

花旗发表报告,估算比亚迪(01211.HK) 8月底的库存按月微幅下降0.01个月,维持在正常水平。在假设9月出口量按月增长3%,且搭戴第二代刀片电池的新能源车出货量按月潜在扩增2万辆的情况下,该行认为库存周转天数可望稳定维持在1.9个月,进而支撑9月整体批发出货量达到45.3万辆,按月增长4.6%。上述假设意味着2026年第三季总销量将达到130万辆,按季增19.2%,其中出口量为56.5万,...

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