同时，该行亦认为，12月后市或将进入消费淡季，汽车板块股价表现或呈波动。个股中，看好比亚迪出口DM5.0车型、小鹏汽车的M03和P7 +车型的销量增加，蔚来-SW(09866)萤火虫的发布或将使L60销量增加。Bocom intl expects more automakers to launch promotions in December to boost sales, bullish on the sales performance of electric vehicles in December.
Zhito Finance APP learned that Bocom intl released a research report stating that in November, several automakers such as BYD Co., Ltd. (01211), leapmotor (09863), and Xpeng Inc. (09868) achieved monthly delivery highs, mainly benefiting from policy subsidies and efforts from automakers and dealers to meet annual sales targets, with 10 automakers collectively seeing a 67.4% year-on-year increase in sales.
As the end of the year approaches, more automakers are launching promotional activities. Bocom intl expects more automakers to launch promotions in December to boost sales, bullish on December electric vehicle sales. Additionally, regions such as Hefei and guizhou have implemented auto subsidy policies, which the firm believes will further drive automaker sales in December.
At the same time, the firm also believes that after December, the market may enter a seasonal decline in consumer demand, and the stock prices in the autos sector may fluctuate. Among individual stocks, bullish on the increased sales of BYD's DM5.0 model, Xpeng's M03 and P7+ models, and the release of NIO-SW (09866) Firefly may boost L60 sales.
