港股异动 | 汽车板块涨幅居前 机构指汽车行业在9月产销回升可能性较大
格隆汇9月13日丨汽车板块涨幅居前,中升控股(0881.HK)涨5.58%、长城汽车(2333.HK)涨3.08%,吉利汽车(0175.HK)、东风集团股份(0489.HK)涨逾2%,比亚迪(1211.HK)涨1.9%。银河证券指,8月狭义乘用车零售156.4万台,同比-9.9%,环比+5.4%。批发零售比率较7月有所上升,行业库存已处于历史低点,去库存周期已经结束,同时补库存周期开始,符合预期。预计国六库存的增加利好将于第四季度显现。9月车市的新品增量效果相对较强,产品供给侧对销量将发挥积极作用。各区域主要城市也开始布局各类大小车展,为金九银十造势,有利于通过刺激消费端,带动产销的进一步增长。传统销售旺季“金九银十”叠加众多车企新车集中上市利好,国五转国六的影响逐渐减弱,认为汽车行业在9月产销回升可能性较大,零售端有望接近持平,批发端有望回归正增长。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.