CICC: Mainland China's July car sales performance varies, Li Auto's monthly delivery volume hits a historical high

智通財經
2024.08.05 02:08
交銀國際發報告指，根據部分已公佈的 7 月車企銷量數據，車企銷售表現各異，其中 10 家車企銷量同比增 27.3%，環比大至持平，7 月市場以價換量效果減弱，同時部分車企進入下半年新車發佈期，車市相對平緩。其中，理想汽車交付量環比增長 6.8% 至 5.1 萬輛，創月交付量的歷史新高蔚來汽車本月交付 2 萬輛，和該行先前報告中預測蔚來在樂道開始交付前會透過促銷維持 2 萬輛左右的月銷量一致。行業首選比亞迪，評級 “買入”，搭載 DM5.0 新技術車型交付有望令比亞迪今年銷售成長超出市場預期的約 20%。下半年新車型帶來的銷量增長或有望刺激新勢力股價反彈，支撐理想汽車和蔚來汽車估值修復，二者均評級 “買入”。
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