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港股异动|汽车股普跌东风集团股份跌逾3%领跌
格隆汇 08-05 13:00
格隆汇8月5日丨汽车股普跌,东风集团股份(0489.HK)跌逾3%领跌,华晨中国、长城汽车、比亚迪股份、吉利汽车、北京汽车均跌逾2%。乘联会的数据显示,7月1-4周乘用车市场零售同比增速为-16%,大幅低于6月1-4周的增速5%的水平。长城证券发研报指,2018年上半年乘用车销量同比增长4.64%,2018年下半年销量同比下降11.37%,从基数的角度考虑,今年下半年增长的压力较小,判断今年下半年乘用车销量增速大概率比上半年好。 国五降价去库存透支了一部分消费,再叠加国六实施之后新车销售均价大概率有所上升,均会对消费者的需求产生负面影响,因此对第三季度乘用车市场销量表现保持谨慎,判断乘用车复苏时间点大概率在今年第四季度。
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