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港股汽車股普漲 廣汽集團和北京汽車領漲
格隆匯 10-10 12:02
格隆匯10月10日丨港股市場汽車股普漲,其中,廣汽集團(2238.HK)和北京汽車(1958.HK)漲超4%,吉利汽車、東風集團漲超3%,華晨中國漲近3%,長城汽車和比亞迪股份漲超1%。上海證券認為乘用車四季度銷量增速有望轉正。摩根士丹利認為2020年中國汽車市場銷售情況將有所改善,並上調行業評級至“有吸引力”,還稱9月份最後一週的渠道調查顯示,吉利汽車的經銷商銷售和人氣均有明顯上升,預計9月份吉利銷售將同比轉正。摩根士丹利稱:“2019年將是自1990年起中國車市銷售最疲軟的一年,故將對2019年乘用車銷售下降5%的預測下調至下降7%~8%。由於2020年為消費者升級需求推動下的替換週期,故將2020年乘用車銷售預測由下降3%調整為增長1%~2%,為全球主要市場中的最高預測增長。”
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