吉利(00175.HK)料中绩少赚40%股价续跌近5%至半年低殃及同业
上周五遭花旗劈价43%至9.3元的蓝筹吉利汽车(00175.HK)发盈警料中绩少赚40%兼下调全年销售预测10%,大摩料吉利未来15天股价有七八成机率下跌,予「减持」评级看5元。该股连跌第四天,今天最多挫近7.6%,低见11.24元,创近半年低,现造11.58元,续跌4.8%,成交增至1.36亿股。吉利盈警指,因内地市场汽车整体销量跌幅超出预期及集团主动减少经销商总库存,从而对期内销量及利润率产生负面影响,预计中期纯利将较去年同期66.7亿人民币减约40%。另外,6月汽车销量按年减少29%至90,875部,累计上半年总销量按年减少15%至651,680部,仅达全年销量目标151万部之43%,集团将全年销售目标下调10%至136万部。
同业除比亚迪(01211.HK)扭三连跌,股价反弹逆弹0.6%报47.15元外,余下全部受压,尤其是广汽(02238.HK)四连跌,今天股价一举跌破10天及250天线(8.3元及8.11元),最低见7.85元,现造8.06元,续跌3.2%,成交增至4,600万股。
长汽(02333.HK)最低见5.72元,现造5.79元,续跌3%,成交增至2,720万股。
北汽(01958.HK)及东风(00489.HK)低见5.08元及6.46元,现造5.16元及6.51元,跌逾1%及2%,後者失守50天线(6.65元)。华晨(01114.HK)反覆续软报8.84元。
汽车售後服务股以广汇宝信(01293.HK)及正通汽车(01728.HK)表现较差,最低见2.16元及2.93元,现造2.18元及2.95元,续挫4.8%及4.5%
此外,汽车配件制造商耐世特(01316.HK)五连跌,最低见9.17元,现造9.24元,续跌3.8%。
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