---
title: "《大行報告》中金：廣州車展拉開明年新車序幕 理想和小鵬亮相首款純電 MPV 車型"
description: "廣州車展開幕，中金髮表報告預測明年乘用車需求保持韌性。今年廣州車展發佈了 59 款新車型，聚焦於新能源車型，包括理想和小鵬的首款純電 MPV 車型。中金預計今年年內需和出口分別可達 2,524 萬輛和 400 萬輛，明年乘用車上牌和批發分別可達 2,227 萬輛和 2,642 萬輛，新能源車銷量達到 1,200 萬輛，滲透率或將超 46%。汽車出口有望突破 500 萬輛，成為全球第一大汽車出口國。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/102776927.md"
published_at: "2023-11-20T06:35:28.000Z"
---

# 《大行報告》中金：廣州車展拉開明年新車序幕 理想和小鵬亮相首款純電 MPV 車型

> 廣州車展開幕，中金髮表報告預測明年乘用車需求保持韌性。今年廣州車展發佈了 59 款新車型，聚焦於新能源車型，包括理想和小鵬的首款純電 MPV 車型。中金預計今年年內需和出口分別可達 2,524 萬輛和 400 萬輛，明年乘用車上牌和批發分別可達 2,227 萬輛和 2,642 萬輛，新能源車銷量達到 1,200 萬輛，滲透率或將超 46%。汽車出口有望突破 500 萬輛，成為全球第一大汽車出口國。

中金髮表報告指，第二十一屆廣州國際汽車展覽會於本月 17 日開幕，總體來看，上年受疫情影響新車型發佈較少；今年新車發佈節奏前低後高，本次廣州車展新車發佈密集，全球首發車型達 59 款，聚焦於新能源車型，其中理想 (02015.HK) 和小鵬 (09868.HK) 分別亮相首款純電 MPV 車型。該行表示，供給端新車密集發佈，並看好明年年總量穩健、新能源滲透提升以及出口維持高增。中金預計，今年年內需和出口超預期，批發及出口分別可達 2,524 萬輛及 400 萬輛，按年升 9% 及 58%。中金指，明年乘用車需求保持韌性，上牌及批發分別達 2,227 及 2,642 萬輛，按年升 3.6% 及 4.7%。新能源車銷量達到 1,200 萬輛，滲透率或將超 46%，銷量增速 +36%，帶動中國自主品牌份額進一步提升；而汽車出口有望突破 500 萬輛，按年升 35%，成為全球第一大汽車出口國。(ca/w)

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