金吾财讯 | 中国乘用车市场信息联席会公布月度初步数据显示,综合预估,2月全国新能源乘用车厂商批发销量84万辆,按年增长82%,按月下降5%。今年首两个月累计批发173万辆,按年增长49%。2月份,比亚迪(01211)批发销量达318,233辆,排名第一。随后为吉利汽车(00175),预估批发销量98,433辆。而特斯拉在内地批发销售30,688辆,按月下降51.5%,按年下降49.2%,排名降至第六。乘联会表示,近期海外及内地宏观环境的变化好于预期,消费者消费心态相对良好,因此今年2月车市强于2024年春节后的低迷走势。由于2024年2月销量低,因此部分厂商春节后发力,实现2025年2月的春节后开门红。
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