花旗:料12月中国新能源车销量增长放缓 行业首选吉利(0175.HK)比亚迪(1211.HK)
花旗发表研究报告指,中国11月份广义乘用车零售销量按年增加7.8%,新能源乘用车零售销量按年增长136.5%,预计12月中国新能源车销量增长将放缓至51%,因中国春节靠后将使得部分旺季需求延至明年1月,稀释12月的新能源车销量集中度。该行指,吉利汽车(0175.HK)和比亚迪(1211.HK)是行业首选。
花旗预计,明年1月新能源车销量将按年增长2.34倍,V型变动将造成股价波动,11月广义乘用车销量略超市场预期,预计12月销量按年增长18%。
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