港股异动|汽车股普跌中汽协下调今年销量预期至同比跌5%
格隆汇7月26日丨汽车股普跌,冠轈控股跌逾9%领跌,北京汽车(1958.HK)、正道集团(1188.HK)跌逾3%,广汽集团、广汇宝信跌逾2%,长城汽车、比亚迪股份、吉利汽车等纷纷跟跌。经过重新评估,中汽协近日下调了年初对于今年汽车销量的预判称,预计全年汽车销量为2668万辆(此前预判为2800万辆),同比下滑5%。其中,乘用车预计销售2244万辆,同比下滑5.4%;商用车预计销售424万辆,同比下滑3%;新能源汽车预计销售150万辆,同比增长19.4%。不过,大和最新发研报指出,今年贵价车市场仍会跑赢主流市场,但短期仍对内地汽车市场审慎,随着9月低基数效应,估计汽车市场表现会好转,看好吉利及广汽。
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