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汽车股全线下跌 销售数据疲软
格隆汇 09-19 11:59
格隆汇9月19日丨汽车股全年下跌,其中,华晨中国(1114.HK)跌超5%,东风集团跌超3%,永达汽车跌超2%,北京汽车、广汇宝信、正通汽车、长城汽车、和谐汽车、广汽集团和吉利汽车均跌超1%。近日多方面数据显示全球汽车销售疲软。中汽协近日称,今年8月汽车销量195.8万辆,环比虽增8%,但相比去年仍有较大差距,在国五车型促销透支的影响下,今年中国汽车整体销量或下降5%。昨日最新数据显示,欧洲8月汽车销量下降8.4%,为2019年以来最大月度降幅。针对华晨中国股价大跌,杰富瑞最新报告显示,近期有消息称宝马的经销店都有提供2-4万元人民币的现金回赠,推广3系车型,同时iX3将于2020年推出,预计需要很大的投资,预期华晨宝马下半年的盈利增长只有低单位数。因此将华晨中国评级由买入下调至持有,目标价由9.5港元下调至9.4港元。
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