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半年銷量超百萬,新能源車行業正春風得意 乘聯會公布了6月份中國新能源汽車的產銷數據,新能源乘用車零售銷量達到22.3萬輛,同比增長169.9%,環比5月增長19.2%,今年上半年,國內新能源乘用車批發和零售量雙雙破百萬,創歷史新高。乘聯會數據顯示,1至6月新能源乘用車批發量為108.7萬輛,同比增長231.5%;零售量為100.1萬輛,同比增長218.9%。目前國內的新能源汽車行業正如火如荼,不斷創下歷史新高。 與之形成反差的是,上半年整體汽車行業的增幅正在放緩。受芯片短缺及部分地區疫情的影響,6月份國內乘用車市場銷售不理想,國內狹義乘用車市場零售銷量同比下降5.1%,為157.5萬輛。廠商批發量為153.1萬輛,同比下降10.2%。今年上半年,狹義乘用車累計零售銷量994.2萬輛,與受疫情影響的去年同期相比,增長28.9%。受基數影響,整體車市的同比增速正在逐月收窄。 基于超預期的表現,今年以來新能源車全年銷量目標已經得到多次提升,2月乘聯會預測新能源車批發銷量200萬輛,4月調高到220萬輛,5月再次提升到240萬輛,連續的調升也反映了對新能源汽車銷量前景的看好。 其實上半年各大新能源車企也深陷缺芯局面中,3月份蔚來汽車江淮汽車工廠因芯片短缺停工5天;4月份長城汽車重慶、徐水兩大生產基地也曾面臨停產;4月特斯拉因為缺芯以及Model Y產線整修導致當月銷量大跌近1萬輛。展望下半年,汽車芯片供給緊張問題將逐步緩解,隨著產能的釋放,預計三季度起,芯片供應會開始好轉,大幅緩解,下半年新能源汽車銷量值得繼續看好。 我們建議投資者可以繼續看好新能源車產業鏈上的重點公司,比亞迪(1211.HK)長城汽車(2333.HK)和吉利汽車(175.HK)。 |
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