《大行報告》大和上調內地汽車行業評級至正面 薦吉利(00175.HK)、廣汽(02238.HK)及永達(03669.HK)
大和發表報告表示,上半年內地汽車股積弱,部份公司早已發出盈警,及調低全年銷售目標,該行相信市場對內地行業預期已下降,而該行料內地今年下半年新車銷售可按年復甦,將有助改善市場情緒。該行決定上調對內地汽車行業評級,由「中性」升至「正面」,
該行指,下半年內地大部份的車企維持審慎樂觀,並預期第四季可有增長,全年預期國內新車銷售跌10%,反映8-12月跌6%。新能源車銷售預期下半年會積弱,因銷售已提前於上半年進行,維持全年25%的增長,相等於8-12月升10%。
大和認為,內地汽車行業目前已見底,料今年餘下月份會有復甦,首選吉利(00175.HK),同時看好廣汽(02238.HK),因受日本品牌合營支持,而因豪車佔比較多,看好永達(03669.HK)。
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