《大行》招商证券国际:行业整车/零部件分别首推吉利(00175.HK)及福耀玻璃(03606.HK) 其次推荐比亚迪(01211.HK)

阿斯达克财经
Jan 07, 2025

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。...

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