車股普遍隨A股同業造好 廣汽AH漲10%及7% 比亞迪高見282.8元
雖然內地7月汽車銷量受累於基數較高影響下降,理想汽車(02015.HK)首掛日反覆「破底」報117.4元。不過,內地汽車板塊逆滬深股市升1.8%,個股東風汽車(600006.SH)、廣汽(601238.SH)及北汽藍谷(600733.SH)更漲停,分別報9.6元/15.41元/13.52元人民幣。
本港車股也普遍造好,尤其是較爲落後的廣汽(02238.HK)曾升破牛熊線(7.35元),最高見7.43元,現報7.32元,續升7%。
內地7月新能源車銷量再創新高,藍籌比亞迪(01211.HK)午後高見282.8元,現報279.6元,回升4.2%。長汽(02333.HK)曾重越10天線(35.8元),最高見36.4元,現報35.55元,續升3.6%。東風集團(00489.HK)重越百天線(7.12元),最高見7.44元,現報7.4元,續升4.4%。北汽(01958.HK)高見2.94元,現報2.9元,回升3.6%。藍籌吉利汽車(00175.HK)三連升,最高見29.8元,現報29.05元,續升2.7%。
然而,小鵬汽車(09868.HK)扭兩連升,股價回吐低見161.7元,現報164.7元,回吐1.7%。母企正探討出售部分股權的恆大汽車(00708.HK)扭三連彈,報12.84元,回吐7%,股價失守20天線(13.36元)。
工信部發布《關於加強智能網聯汽車生產企業及產品準入管理意見》,分爲總體要求、加強數據和網絡安全管理、規範軟件在線升級、加強產品管理、保障措施共5個部分、11項內容;其中提到在中國境內運營中收集和產生的個人信息和重要數據,應當按照有關法律法規規定在境內存儲,需要向境外提供數據的,應當通過數據出境安全評估,並明確未經審批,不得通過在線等軟件升級方式新增或更新汽車自動駕駛功能。
中汽協統計數據顯示,因比較基數較高,內地7月汽車銷量186.4萬輛,按年及按月分別減少11.9%及7.5%。然而,7月新能源汽車銷量按年升164.4%達27.1萬輛繼續創紀錄高;累計今年首七個月新能源汽車銷量按年升197.1%,累計銷量已超過內地歷年全年數字。
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