【券商聚焦】中银国际看好小米(01810)、理想汽车(02015)等料中国车市将在第四季度延续旺季特征

金吾财讯10-03

金吾财讯 | 中银国际发表研报指，今年9月主要新能源车企销量按月录得增长。当中，比亚迪股份(01211)首次创下逾40万架销量纪录；理想汽车(02015)以5.37万架创历史新高；小鹏汽车(09868)受惠于旗下“MONA M03”的显著贡献，交付量逾2万架。中银国际预计，小米集团(01810)9月销量可达1.5万至1.6万架的新纪录，每周交付量在9月底可达6,000至7,000架。考虑到快于预期的产能释放节奏，该行预计小米全年交付量有望达13万架或更高水平，并超出早前的预期。该行续指，虽然蔚来(09866)9月交付量的按月增长略逊于同业，但预计当后续产能释放后，旗下“乐道”品牌有望带动后续整体交付量超预期。中银国际表示，受惠于有利的刺激政策、持续修复的消费者信心、牛市财富效应的显现，预计中国车市将在第四季度延续旺季特征，并有望实现超预期增长。中期而言，该行看好小米、理想汽车及福耀玻璃(03606)。该行亦建议关注蔚来汽车及吉利汽车(00175)。

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