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汽車股普漲,吉利(0175.HK)漲超5%領漲

格隆匯7月13日丨汽車股普漲,吉利(0175.HK)漲超5%領漲,廣汽集團漲超2%,小鵬汽車、長城汽車、比亞迪、北京汽車均漲超1%。

個股方面,據格隆匯APP數據顯示,吉利汽車昨日獲港股通淨買入5.64億港元,該股已連續6日呈現淨買入累計約20.08億港元。此外,廣汽集團近日宣佈,同意全資子公司廣汽埃安新能源汽車有限公司與華為(AH8車型)項目的實施。

板塊上,摩通日前發研報稱,預期與2019年比較,乘用車下半年增幅將達到6%。該行指出,新能源汽車上半年需求及銷售均較預期好,6月銷量按年增長139%,截至6月底市場滲透率提升至9%,較2020年的5%幾乎翻倍,因此上調對新能源汽車長遠滲透率預測。摩通建議投資者策略性揀選吉利等OEM車廠。

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