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花旗:新能源车企上月销售双位数增长胜预期 首选比亚迪股份(01211) 、长城汽车(02333)

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花旗发布报告称,中国多间新能源汽车制造商公布10月销售取得双位数字增长,优于市场同业预期,留意到10月份最后2个工作日的销量超预期。在中资汽车股中首选比亚迪股份(01211) 及长城汽车(02333) ,其后是理想汽车-W(02015) 、吉利汽车(00175)及零跑汽车(09683)。

该行指出,比亚迪10月新能源汽车销售达30.18万辆,同比升39%(环比升5%)优于预期,首十个月销售同比升70%至238万辆。理想汽车10月共计交付新车40422辆,同比升3倍(环比升12%),符合预期;小鹏汽车-W(09868)10月交付20002辆智能车,同比增长292%(环比增长31%)优于预期;蔚来-SW(09866)10月交付16074辆汽车,同比增长60%。长汽10月新能源车销售30461辆创新高,同比增长178%(环比升39%)优于预期。

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