招商证券国际发表报告指，内地新能源车企去年12月表现强劲，今年预期高增，一、二月政策真空期低吸优质股。当中，比亚迪(01211.HK) 上月交付新能源乘用车50.9万辆，按年和按月分别增49.8%和1.1%；全年交付425万辆，按年增41.1%。预估今年销量500万至550万辆，按中值按年增长23.5%，出海目标翻倍。今年关注纯电平台叠代，并将发布第二代新的刀片电池技术，提升充电速度及续航能力。
整车推荐顺序方面，招商证券国际的行业首推吉利(00175.HK) ，新能源车今年增长约70%至150万辆，弹性大。其次看好比亚迪，估值不高仍在成长期，国内外潜在市场空间仍大。然后是智能化领先的特斯拉(TSLA.US) /华为系/小鹏汽车(09868.HK) /理想汽车(02015.HK) 。
零部件方面，该行首推福耀玻璃(03606.HK) ，看好全球市场份额持续提升及高成长能力。1至2月市场旺季向淡季过渡，是补贴政策真空期，汽车股波动或加大，逢低吸纳全年成长确定性高的优质股。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-06 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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