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內地汽車相關股逆市造好 長汽、比亞迪及世寶A股反覆漲4%-10%
阿思達克 02-25 13:53
乘聯會料今年內地車市有可能出現前低中高後強,A股新能源車及特斯拉逆升1.7%及2%。A+H汽車相關股也逆升,其中比亞迪(002594.SZ)反覆四連漲,今早低開見64.17元人民幣獲承接,掉頭高見72.19元人民幣新高,現造71.5元人民幣,續漲8%;比亞迪(01211.HK)H股由逾九個月高位整固兩天後,今天反覆跌至48.65元接近10天線獲承接,掉頭高見52.85元,現造52.35元,回升4.3%,成交已達1,328萬股。 末季季績勝預期的長汽(601633.SH)A股反覆三連漲,最低見8.9元人民幣,最高見9.74元人民幣,現造9.59元人民幣,倒升4.4%;長汽(02333.HK)H股漲4.5%報9.58元人民幣,但H股由約三個月高位回軟,報6.06元。 主要從事汽車轉向器及其他轉向系統關鍵零部件研發設計及製銷的浙江世寶(002703.SZ)A股反覆四連漲,今早低見4.81元獲承接,掉頭向上漲停報5.57人民幣,成交4,592萬股;世寶(01057.HK)反覆三連升,高低見0.99元/0.92元,現造0.96元,升4.3%,成交增至852萬股。 廣汽(601238.SH)A股反覆升1.4%,報11.8元人民幣;但廣汽(02238.HK)H股回吐1.5%報9.22元。 全國乘聯會數據顯示,內地截至2月16日上半月受新冠肺炎疫情影響,內地乘用車日均零售銷量日按年急降92%至2,249輛,跌幅為歷來最大。乘聯會預計,2月汽車廠家銷量將大幅低於預期,料銷量按年跌約70%,1至2月累計銷量料跌約40%。不過,乘聯會發文預計,今年內地連市有可能出現前低中高後強走勢,因為內地家庭私車消費基數還比較低,所以未來潛力還很大。儘管首季車市銷量可能不太理想,但相信行業會克服困難,更多地挖掘機遇,推動首購群體購車熱情進一步提升,從而令今年車市有可能出現前低中高後強走勢。
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