特斯拉中国竞争对手在10月产量和销售额翻番

特斯拉中国竞争对手在10月产量和销售额翻番
2022年11月04日 08:47 IBKR盈透证券

原文发表于美国时间2022-11-3

沃伦·巴菲特持股的电动汽车制造商比亚迪有限公司在周四报告了强劲的10月份的生产和交付数据,该公司的表现优于其中国同行。

发生了什么事情:

比亚迪公司在10月份的电动车销量达10万3157辆,按年同比增长约150%,按月环比较9月份增长8.65%。比亚迪公司的新能源乘用车销量达21万7518辆,该销量包括电动车和混合动力车。该数据按年同比增长172%,按月环比增长了8.2%。

比亚迪公司的电动车产量已经从2021年10月的41739辆增加到2022年10月的104894辆,混合动力车的产量则从38799辆增长到11万4915辆。

比亚迪公司称在10月份新能源汽车的海外销量为9529辆。

比亚迪公司给出的电池业务的新数据为新能源汽车动力电池及储能装机量为10.188GWh,全年累计装机量为67.681GWh。

为何值得关注:

比亚迪的中国国内竞争对手蔚来汽车、小鹏汽车和理想汽车在本周初分别公告称10月份的交付量按月环比下降。

三家公司的销售额按月环比分别下降了7.53%、39.76%和12.83%。

按年同比的角度而言,蔚来汽车和理想汽车10月份的销量分别比去年同期增长了174.3%和31.4%,而小鹏汽车的销量则下降了约50%。

特斯拉公司最近下调了在华的汽车销售价格,有新微报道推测该公司此举可能与电动车的需求放缓有关。

据Benzinga Pro的数据,比亚迪公司在美国的OTC场外交易股票在周三的交易中上涨了约2.5%。

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这篇文章已被翻译成中文。原英文作者Benzinga。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。

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