据该行最新渠道调查显示，进入12月，比亚迪可能会对部分车型提供1-3千元人民币的优惠，对经销商的年终奖励可能会在今年继续。由于比亚迪已在今年首11个月取得370万辆的销量，该行认为其全年销量应可轻松达到420万辆以上。BYD Company (01211) achieved a monthly sales record of 0.5 million vehicles in November, a year-on-year increase of 67.2%.
According to the Zhitong Finance APP, Nomura released a research report stating that with the year-end approaching and benefiting from the government's old-for-new car subsidy program, China's electric vehicle manufacturers continued to perform strongly in November. As expected, Chinese electric vehicle manufacturers reached their year-end peak levels.
As the auto industry enters the peak season, compared to October of this year, more electric vehicle manufacturers and brands saw their sales reach new highs over the past month. BYD Company (01211) achieved a monthly sales record of 0.5 million vehicles in November, a year-on-year increase of 67.2%.
According to the latest channel survey from the bank, entering December, BYD may provide discounts of 1,000 to 3,000 yuan for some models, and end-of-year rewards for dealers may continue this year. Since BYD has achieved sales of 3.7 million vehicles in the first 11 months of this year, the bank believes that its annual sales should easily exceed 4.2 million vehicles.
In addition, Geely Automobile (00175) saw overall sales of 0.1225 million electric vehicles in November, a year-on-year increase of 93.9%, setting a new monthly sales record for the fourth consecutive month.