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大和:預計本月乘用車銷售改善 推薦吉利(0175.HK)及廣汽(2238.HK)
格隆匯 12-18 16:32

大和發佈報告稱,內地本月至今的乘用車同比跌幅收窄,全月銷售有望進一步改善,推薦吉利汽車(00175.HK)和廣汽集團(02238.HK)。

該行表示,推薦吉利汽車主要是預計今年下半年其本土品牌按年復甦力度更強,以及2020年盈利將穩步回升,而推薦廣汽集團的理由是預計2020年其自有品牌毛利率明顯回升。

該行稱,Think Car數據顯示,12月首十五天,內地日均乘用車銷售同比下降3%,較11月份前兩週9%及11月份全月5%的降幅為佳。考慮到2020年的農曆春節假期早於之前一年,預計12月份的銷售同比將進一步改善。

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