高盛:料內地或推汽車需求刺激措施 看好中升(0881.HK)等四股
高盛發表報告指,雖然1月底及2月受新型冠狀病毒肺炎影響,但仍然預計今年中國整體乘用車銷量將持平,豪華車市場則料有11%的增長,繼續看好中升(0881.HK)
、永達汽車(3669.HK)
、美東汽車(1268.HK)
及和諧汽車(3836.HK)
。
該行表示,一直有監察北京、上海、濟南、南京及深圳等地繁忙時間的交通情況,道路車流由上週初的冷清,轉成上週末的繁忙,而今天(17日)早上則變成擁擠,反映出上下班活動正常化。該行估計,車流量回升將很快使經銷商客户由目前的線上參與回到線下參觀,此將對2月下旬及3月的新車成交產生正面影響。
高盛又稱,需求復甦使中央和地方政府推出支持政策的意欲提高,國家主席習近平主席早前亦提到有必要積極穩定傳統大型消費類別,例如汽車,並鼓勵有車牌限制的地區提高配額。該行指,去年深圳和廣州等城市已實施此類政策,將電動車需求重新轉移到了內燃機汽車上(特別是豪華車市場,因富裕消費者都集中在車牌受限城市),此可使中升持續受益,重申對集團的“
確信買入
”評級,目標價30.8港元。
若更多城市在今年採取類似政策,高盛預計奢侈汽車經銷行業將獲得更大受益,特別是永達汽車,對其評級同為“
確信買入
”,目標價8.08港元。至於美東汽車及和諧汽車評級同為“
買入
”,目標價分別10.86港元及3.99港元。
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.