《大行》招商证券:整车推荐吉利(00175.HK)、比亚迪(01211.HK)和小鹏(09868.HK) 经销商推荐中升(00881.HK)

阿斯达克财经
Nov 13, 2024

招商证券发表报告指,据乘联会,内地10月乘用车批发273万辆,按年和按月分别升11.5%和9.1%,创历年各月新高,主要受益于渠道补库和政策补贴。新能源车方面,受补贴政策加码刺激,10月批发137万辆,按年和按月分别升55.2%和11.2%,渗透率创新高达50.1%,按年升14个百分点。该行展望11月受惠季节性加库存,且受益于政策补贴、“双十一”和年底冲销量等顺风,进入旺季高峰。报告指,车厂避开...

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