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2021-01-19
想买宋plusDMi
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品牌新旗舰车型的外观图与名称，车名摩卡与其搭载的咖啡智驾相互呼应，同时聘请刚出道的姚安娜作为代言人，实现知名度的双赢收获。作为WEY 品牌乘用车的首款换代车型，摩卡未来的销量表现值得期待。</p><p>乘用车同比销售持续回暖，电动车产销两旺，精选优质标的把握行业第二波！当前汽车板块销售数据持续改善，诸多车企公布12 月销量数据亮眼，我们认为持续改善的数据会助力汽车板块四季度业绩表现相比三季度进一步提升，届时整体板块有望引来第二波超额收益。同时电动车大势所趋，当前产销两旺预计将拉动相关产业链公司业绩释放。建议精选优质标的迎接第二波机会，具体而言： 1）加配最强的阿尔法品种，推荐<a href=\"https://laohu8.com/S/600660\">福耀玻璃</a>（天幕玻璃打开成长空间）、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>（三重改善向上）；2）布局<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>与电动新方向，推荐<a href=\"https://laohu8.com/S/601689\">拓普集团</a>、<a href=\"https://laohu8.com/S/002050\">三花智控</a>、<a href=\"https://laohu8.com/S/000887\">中鼎股份</a>、<a href=\"https://laohu8.com/S/603197\">保隆科技</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>、<a href=\"https://laohu8.com/S/603786\">科博达</a>；3）增配低估值补涨蓝筹，推荐<a href=\"https://laohu8.com/S/600741\">华域汽车</a>、<a href=\"https://laohu8.com/S/600104\">上汽集团</a>、<a href=\"https://laohu8.com/S/601238\">广汽集团</a>。</p><p>风险提示：行业复苏缓慢，宏观环境恶化，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>国产不及预期</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汽车行业周报：12月乘用车高景气 比亚迪DM-I与长城摩卡双双发布</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n汽车行业周报：12月乘用车高景气 比亚迪DM-I与长城摩卡双双发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-18 00:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011813354778699a4f&s=b><strong>兴业证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资要点12 月乘用车销量继续正增长，2020 年乘用车累计同比-6%，预计2021 年实现12%+的正增长。据中汽协数据，12 月国内乘用车销量237.5 万辆，同比+7.2%，2020 年全年累计乘用车销售2017.8 万辆，同比-6.0%，12 月乘用车销售继续复苏。在经济复苏以及国家消费刺激政策的推动下，乘用车累计销售降幅持续缩窄，与我们年初对全年-5%的增速判断接近，经济韧性凸显。乘用车...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011813354778699a4f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aaf10f59d529fccc557480730989e342","relate_stocks":{"02333":"长城汽车","01211":"比亚迪股份","002594":"比亚迪"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021011813354778699a4f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2104116238","content_text":"投资要点12 月乘用车销量继续正增长，2020 年乘用车累计同比-6%，预计2021 年实现12%+的正增长。据中汽协数据，12 月国内乘用车销量237.5 万辆，同比+7.2%，2020 年全年累计乘用车销售2017.8 万辆，同比-6.0%，12 月乘用车销售继续复苏。在经济复苏以及国家消费刺激政策的推动下，乘用车累计销售降幅持续缩窄，与我们年初对全年-5%的增速判断接近，经济韧性凸显。乘用车在经历17-20 年三年下滑阶段后，预计将在21-22 年实现同比正增长，且由于2020 年的低基数效应，预计2021 年乘用车销量增速超越+12%，行业高景气度有望持续。比亚迪发布混动DM-i 技术，长城发布WEY 旗舰车型摩卡。1 月11 日晚，比亚迪发布混动DM-i 技术，定位智慧节能高效，采用串并联双电机架构，各系统100%自主研发，量产发动机热效率全球最高43.04%。同时推出秦plus、宋plus、唐三款搭载DM-i 技术车型，亏电百公里油耗分别3.8L、4.4L、5.3L，处于同级别车型领先水平。混动技术突破有望增强比亚迪车型的竞争力，助力公司销量表现。1 月14 日长城发布WEY 品牌新旗舰车型的外观图与名称，车名摩卡与其搭载的咖啡智驾相互呼应，同时聘请刚出道的姚安娜作为代言人，实现知名度的双赢收获。作为WEY 品牌乘用车的首款换代车型，摩卡未来的销量表现值得期待。乘用车同比销售持续回暖，电动车产销两旺，精选优质标的把握行业第二波！当前汽车板块销售数据持续改善，诸多车企公布12 月销量数据亮眼，我们认为持续改善的数据会助力汽车板块四季度业绩表现相比三季度进一步提升，届时整体板块有望引来第二波超额收益。同时电动车大势所趋，当前产销两旺预计将拉动相关产业链公司业绩释放。建议精选优质标的迎接第二波机会，具体而言： 1）加配最强的阿尔法品种，推荐福耀玻璃（天幕玻璃打开成长空间）、长城汽车（三重改善向上）；2）布局智能与电动新方向，推荐拓普集团、三花智控、中鼎股份、保隆科技、伯特利、科博达；3）增配低估值补涨蓝筹，推荐华域汽车、上汽集团、广汽集团。风险提示：行业复苏缓慢，宏观环境恶化，特斯拉国产不及预期","news_type":1},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
