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港股异动|6月车市回暖汽车股普涨华晨中国大涨近7%领涨
格隆汇 07-16 11:30
格隆汇7月16日丨汽车股板块现普涨行情,华晨中国大涨近7%领涨,美东汽车升4.63%,广汽集团、永达汽车涨超3%。北京汽车、润东汽车、东风集团纷纷走强。

国乘联会6月乘用车零售销量176.6万辆,同比增长4.9%,是连续12个月以来行业零售销量首次转正。同时,6月乘用车销量环比增长达11.6%,更是创下本世纪以来6月环比增长最大的纪录。
万联证券研报指出,上半年经销商和厂商大力去库存卓有成效,下半年补库需求增加,行业复苏值得期待,预计行业批发销量3Q19收窄,4Q19有望转正。此外,行业景气度持续低迷,政策有持续加码的可能,若有强刺激政策出台,行业复苏时间更早、力度更大。
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