Q3業績大超預期 長城汽車AH股繼續領漲汽車板塊
格隆匯10月29日丨繼昨日AH股均大漲超10%後,今日長城汽車股價繼續上漲,目前,A股漲超4%,H股漲近4%,延續昨日的領漲行情,長城汽車帶動港A兩地汽車股繼續走強。A股市場上,除長城汽車外,宇通客車、比亞迪、長安汽車和廣汽集團等都有所上漲;港股市場上,中升控股、比亞迪股份、吉利汽車、廣汽集團和華晨中國均出現一定程度的漲幅。長城汽車27日公佈業績顯示,第三季度實現歸屬於公司股東的淨利潤14億元,同比增長506.82%,較2019年第二季度環比增長88.24%。數據統計顯示,在2019年三季度整體汽車行業的業績降幅明顯收窄,顯示行業在中短期有望呈現持續回暖的趨勢。機構預計,雖然中國乘用車需求仍將維持一段時間的低迷,但是長城以其遠高於其他尾部自主品牌的實力,將在接下來的行業整合中沿着市佔率與毛利率雙升的路線實現高質量的銷量與淨利潤同步增長。有外資投行更表示,最壞的時刻可能會有機會過去。
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