《大行報告》美銀證券升內地電動車今年銷量預測逾20%至223萬輛 相當於按年增長63%
美銀證券發表的研究報告指,4月份內地乘用車險登記量按年升18%至157萬台,不過按月則跌6%,表現符市場預期。今年首四月銷售按年升54%主要因為去年基數較低,而乘用車的保險登記量亦低於批發量。基於兩者之間的差異,並考慮進口車數量後,該行估算4月份渠道庫存增加約2.1萬台,按地區劃分4月份廣東、山東、浙江、河南、河北及上海表現跑贏行業,而江蘇、四川、湖南及安徽則跑輸。
該行指出本地生產的電動車保險登記量4月份達16.6萬台,按年升209%,不過與3月份比較則輕微回落,4月份電動車銷量按月跌11%,主要因為Tesla交付量減少,今年以來電動車銷量受惠基數較低,按年增長達282%,其中五菱、上汽、長城汽車(02333.HK)、蔚來(NIO.US)及小鵬(XPENG.US)跑贏大市。4月份本地製Tesla銷量增188%,但按月計則跌66%。該行將今年內地電動車銷量預測升20.4%至223萬台,意味將按年增長63%,估計乘用電動車到2021年將佔整體乘用車的9.4%。(el/k) ~
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