关注国内充电服务市场_老虎社区_美港股上老虎

2023-10-13

关注国内充电服务市场，能链智电(NASDAQ：NAAS)，截至2023年6月30日，能链智电覆盖6.2万座充电站、连接65.2万把充电枪，分别占有中国公用充电站49.2%和公用充电枪41.5%市场份额。10月与香港特别行政区引进重点企业办公室达成合作，成为首批重点引进企业。

交银国际：乘用车9月销量继续走高看好比亚迪(01211)、理想汽车-W(02015)

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

纵横四海0110
2023-10-15
纵横四海0110
能链智电覆盖6.2万座充电站、连接65.2万把充电枪，分别占有中国公用充电站49.2%和公用充电枪41.5%市场份额
十年识一剑客
2023-10-14
十年识一剑客
充电桩行业发展迅速，就看抢占份额多少了
红红火火的丽丽
2023-10-15
红红火火的丽丽
对能链表现还是充满期待的
股友899
2023-10-15
股友899
能进驻香港是发展中关键一环了
纵横四海0110
2023-10-14
纵横四海0110
首批重点引进企业,有牌面啊
看股票的球哥
2023-10-14
看股票的球哥
有能力，实干的企业

发表看法

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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n交银国际：乘用车9月销量继续走高 看好比亚迪(01211)、理想汽车-W(02015)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-13 10:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202310131028138431d1f6&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，交银国际发布研究报告称，预计4季度车企将维持促销力度以冲刺销量目标，环比有望持续改善，预测全年乘用车销量有望达2170万辆，同比增近6%，与市场预期大致一致。比亚迪股份(01211)仍是该行的首选，看好其垂直供应链优势及亮眼的出口增长，评级“买入”;新势力车企中首推理想汽车-W(02015)，也予“买入”评级，预计其4季度销量强劲。报告中称，2023年9月全国乘用车销量达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202310131028138431d1f6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202310131028138431d1f6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2375964551","content_text":"智通财经APP获悉，交银国际发布研究报告称，预计4季度车企将维持促销力度以冲刺销量目标，环比有望持续改善，预测全年乘用车销量有望达2170万辆，同比增近6%，与市场预期大致一致。比亚迪股份(01211)仍是该行的首选，看好其垂直供应链优势及亮眼的出口增长，评级“买入”;新势力车企中首推理想汽车-W(02015)，也予“买入”评级，预计其4季度销量强劲。报告中称，2023年9月全国乘用车销量达201.8万辆，继续创2018年以来同期最高水平，同环比均增长5.0%，因各地促汽车消费的活动(车展、购车补贴等)提振了汽车整体销量，而且今年中秋国庆假期自驾游的热潮，也拉动了购车需求。今年1-9月累计零售销量1,523万辆，同比增长2.4%。鉴于去年基数较低，该行预计10月份零售销量将录得可观的同比增幅。新能源汽车方面，9月全国零售销量录得74.6万辆，同比增长22.1%，环比上升4.2%。9月新能源车零售渗透率环比微幅下降0.3个百分点至37.0%，但仍维持高位，同比提升5.2个百分点。9月，新能源市场产量录得79.8万辆，环比增幅仅1.2%，低于新能源车销量4.2%的环比增幅，更低于乘用车总体产量8.7%的环比增幅，显示车企对生产新能源汽车的规划渐趋谨慎，以销定产。该行提到，9月份自主品牌新能源车全国市场份额同比、环比均提升2.1个百分点至72.1%。新势力的市场份额环比微升0.2个百分点至14%，但同比下降1.3个百分点;合资品牌的份额环比增0.6个百分点至5.8%，同比下降0.5个百分点;特斯拉的市场份额则由8月的9%跌至5.8%。乘用车出口方面，9月乘用车出口总量35.7万辆，同比大增50%，环比增长8%，其中新能源汽车出口9.1万辆，同比增107%，环比增16%，在出口总量中的占比较上月增加1.4个百分点至25.4%。新能源车出口量中，纯电车型的占比进一步环比提升1.4个百分点至94.7%。9月份，比亚迪出口销量2.8万辆，环比增10.2%，全国排名仅次特斯拉。随着中国品牌在海外认可度不断提升且成本优势显著，该行预计中国车企的海外市场份额将持续扩张，出口表现将保持强势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1058,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NAAS"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":227,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":8077177,"commentId":"8077177","gmtCreate":1697335619551,"gmtModify":1697335623250,"authorId":4160139349976360,"author":{"id":4160139349976360,"idStr":"4160139349976360","authorId":4160139349976360,"name":"纵横四海0110","avatar":"https://static.tigerbbs.com/021946a3240eebb6a2f55808d7e27370","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":230133770379488,"objectIdStr":"230133770379488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"能链智电覆盖6.2万座充电站、连接65.2万把充电枪，分别占有中国公用充电站49.2%和公用充电枪41.5%市场份额<br>","text":"能链智电覆盖6.2万座充电站、连接65.2万把充电枪，分别占有中国公用充电站49.2%和公用充电枪41.5%市场份额<br>","html":"能链智电覆盖6.2万座充电站、连接65.2万把充电枪，分别占有中国公用充电站49.2%和公用充电枪41.5%市场份额<br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8077043,"commentId":"8077043","gmtCreate":1697261995221,"gmtModify":1697261998902,"authorId":4157535605330800,"author":{"id":4157535605330800,"idStr":"4157535605330800","authorId":4157535605330800,"name":"十年识一剑客","avatar":"https://static.tigerbbs.com/f43575b5bba953d5ec2f60cf595db637","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":230133770379488,"objectIdStr":"230133770379488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"充电桩行业发展迅速，就看抢占份额多少了","text":"充电桩行业发展迅速，就看抢占份额多少了","html":"充电桩行业发展迅速，就看抢占份额多少了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8077210,"commentId":"8077210","gmtCreate":1697352418772,"gmtModify":1697352422560,"authorId":4157535218330590,"author":{"id":4157535218330590,"idStr":"4157535218330590","authorId":4157535218330590,"name":"红红火火的丽丽","avatar":"https://static.tigerbbs.com/be1b3973e7792045b4b072e1ee1eb26a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":230133770379488,"objectIdStr":"230133770379488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"对能链表现还是充满期待<u>的</u>","text":"对能链表现还是充满期待<u>的</u>","html":"对能链表现还是充满期待<u>的</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8077203,"commentId":"8077203","gmtCreate":1697340840029,"gmtModify":1697349684692,"authorId":4157536146330870,"author":{"id":4157536146330870,"idStr":"4157536146330870","authorId":4157536146330870,"name":"股友899","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":230133770379488,"objectIdStr":"230133770379488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"能进驻香港是发展中关键一环<u>了</u>","text":"能进驻香港是发展中关键一环<u>了</u>","html":"能进驻香港是发展中关键一环<u>了</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":8077067,"commentId":"8077067","gmtCreate":1697268648988,"gmtModify":1697281222814,"authorId":4160139349976360,"author":{"id":4160139349976360,"idStr":"4160139349976360","authorId":4160139349976360,"name":"纵横四海0110","avatar":"https://static.tigerbbs.com/021946a3240eeb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