You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中金:內地今年一月前兩週乘用車銷售開局不強 料今年總量相對平淡
格隆匯 01-21 17:32
中金近日發表報告表示,內地今年一月首兩週乘用車銷售開局不強,日均批發按年跌3%,該行預計2020年總量表現相對平淡,但看好一線自主銷量的結構性增長和業績彈性,推薦長安汽車(000625.SZ)、廣汽(2238.HK) ,建議關注吉利(0175.HK) 、上汽集團(600104.SH)、長城汽車(2333.HK)
商用車方面,推薦受益於補貼政策延續的宇通客車;看好重卡治超下行業維持高景氣,推薦濰柴(2338.HK) 、中國重汽(3808.HK) 。零部件方面,持續看好福耀(3606.HK) 、星宇股份(601799.SH),建議關注均勝和底部小市值公司。 經銷商方面,看好豪華車滲透率持續提升,推薦中升(0881.HK) 、永達(3669.HK)
中金稱,中美簽署第一階段經貿協議,涉及汽車進口。當地時間1月15日,中美雙方在華盛頓共同簽署第一階段經貿協議文本。協議中提到,中方於2020至2021年,在2017年基數上,擴大自美採購和進口製成品、農產品、能源產品和服務不少於2000億美元。其中,汽車、飛機、工業機械和藥品等製成品在2020和2021年分別增加329億美元和 448億美元,兩年合計777億美元。2017年中國自美進口汽車及零部件139億美元,整車進口數量20餘萬輛,主要集中在寶馬、福特、特斯拉等品牌。該行認為,由於進口數量較少,同時特斯拉、林肯國產化提速,今明兩年內地對美產汽車需求依然不高,協議對於內地汽車市場的影響有限。
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.
uSMART
Wealth Growth Made Easy
Open Account