花旗发表报告表，内地乘用车市场4个关键绩效指标(KPI)均显示，6月以来行业正持续录得令人惊喜的按年正增长，在三方面表现优于市场预期，第一是对刺激措施对传统内燃机汽车的的影响强于预期；第二是解除封锁后行业生产快速恢复；第三是传统内燃机汽车与新能源汽车需求互相侵蚀的影响有限。
在新能源汽车领域，该行看好比亚迪(1211.HK)、蔚来-SW(9866.HK)、理想汽车-W(2015.HK)、小鹏汽车-W(9868.HK)；而在传统内燃机汽车领域，该行喜爱吉利(0175.HK)及长城汽车(2333.HK)，并指吉利从2023年开始转变为关键新能源汽车企业的可能性很大。
按报告资料，上述4个关键绩效指标(KPI)包括中国乘联会零售数据、中国乘联会批发数据、Thinkercar批发量日均数据、Thinkercar零售保险数据。据报告引述中国乘联会今年6月首十九天乘用车零售量按年升24%(按月升43%)、中国乘联会今年6月首十九天乘用车批发量按年升34%(按月升52%)。
本文源自格隆汇
","imageList":[],"mediaInfo":{"userId":"MS4wLjABAAAAsamoDupqFwZFXmkFbrQpbvUMVxUwPMPdiBpm10HU2l0","unsafeUserId":"3815887397","name":"金融界","avatarUrl":"https://p26.toutiaoimg.com/img/user-avatar/8d97bcdaea9e6b80bb1c851af0ecef49~120x256.image","description":"一站式互联网投资理财平台。","userVerified":1,"userAuthInfo":{"auth_type":"0","auth_info":"金融界网站官方账号 "}},"seoTDK":{"title":"花旗：6月以来乘用车市场快速增长，看好比亚迪等新能源车企-今日头条","description":"花旗发表报告表，内地乘用车市场4个关键绩效指标(KPI)均显示，6月以来行业正持续录得令人惊喜的按年正增长，在三方面表现优于市场预期，第一是对刺","keywords":"新能源汽车,新能源,美好，一直在身边,比亚迪,KPI,头号大赢家| 理财大赛第二季,长城汽车","publishTimestamp":"1656045852","modifiedTimestamp":"1656047831"},"logId":"202206241432280102091581402366F570","sylpageConfig":{"card":{"id":""}},"identity":{"web_id":"7111199547455817229","user_is_login":false},"abtestInfo":{"rsp_type":5,"version_name":"4252807,4164637","parameters":{"feat_repost_type":{"new":true},"home_nav_conf":{"dcd_out":1},"local_filter":{"core_filter":{"filter_list":{"ms::TicaiFilter":true}}},"page_upgrade":{"new_profile":true,"video_double_column":true},"sati":{"enable_ad_prime":true,"enable_sorter_optimus":true,"prime_rule_rank_version":"toutiao_web","use_toutiao_web_feed":true,"format_max_consecutive_middle":2,"format_max_consecutive_nogroups":3,"enable_reduce_nogroup":true},"seraph":{"score_rule":{"default":{"replace":{"group_util":"_CTR - 1000*dislike"}},"new_user":{"replace":{"group_util":"_CTR - 1000*dislike"}}}},"sort":{"allowed_ticai":["forum_post","pgc_text","pgc_video"]},"video_detail_page_upgrade":{"new_page":true}},"env_flag":0},"localCityInfo":{"name":"北京","code":"110000","channelId":3202164529},"showResearch":false}}
