中银国际指，受惠于有利的刺激政策、持续修复的消费者信心、牛市财富效应的显现，预计中国车市将在第四季度延续旺季特征，并有望实现超预期增长。中期而言，该行看好小米、理想汽车及福耀玻璃（03606）。该行亦建议关注蔚来汽车及吉利汽车（00175）。Bank of China International released a research report saying that in September of this year, major NEV companies recorded a month-on-month increase in sales. Among them, BYD shares (01211) set a sales record of over 0.4 million units for the first time; Ideal Automobile-W (02015) reached a record high with 0.0537 million units; and Xiaopeng Automobile-W (09868) benefited from its “MONA”
The significant contribution of “M03” has delivered over 0.02 million units.
The bank expects that Xiaomi Group-W (01810) will reach a new record of 0.015 million to 0.016 million units in September, and the weekly delivery volume will reach 6,000 to 7,000 units by the end of September. Considering the faster than expected pace of production capacity release, the bank expects Xiaomi to deliver 0.13 million units or more throughout the year, exceeding earlier expectations.
According to BOC International, benefiting from favorable stimulus policies, continued recovery in consumer confidence, and the effects of the bull market wealth, it is expected that the Chinese auto market will continue its peak season characteristics in the fourth quarter and is expected to grow beyond expectations. In the medium term, the bank is optimistic about Xiaomi, Ideal Auto, and Fuyao Glass (03606). The bank also recommended paying attention to NIO Auto and Geely Auto (00175).
