交银国际：内地乘用车11月销量增幅或超20% 仍首选比亚迪股份(01211)
交银国际发布报告称，比亚迪股份(01211)仍是行业首选，目标价309.67港元，看好下半年高阶化车款销售增长与出口的持续放量;同时看好长城汽车(02333)，因下半年销量改善且新车发布节奏加快;新势力车企中首推理想汽车-W(02015)，预估4季销售强劲，目标价194.17港元，三家公司评级均为“买入”。
报告中称，内地2023年10月乘用车销量达203.3万辆，继续创2018年以来同期最高水平，同比增10.2%，环比增0.7%，符合预期。新能源汽车10月零售销售量取得76.7万辆，同比增长37.5%，环比上升2.7%。10月新能源车零售渗透率环比上升0.7个百分点至37.7%，同比提升7.5个百分点。鉴于去年11月基数较低，预计11月零售销量的同比增幅将扩大，有望超过20%。在车市复苏势头良好的情况下，车企完成年度目标的信心提升。该行维持全年乘用车销售2170万辆的预测。
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