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港股異動 | 汽車股普跌 乘聯會預計全國狹義乘用車市場全年零售總量損失約200萬輛
格隆匯 03-17 11:28
格隆匯3月17日丨汽車股普跌,正通汽車(1728.HK)跌逾6%,永達汽車、東風集團股份跌逾5%,長城汽車、廣匯寶信跌逾4%。乘聯會近日發文稱,綜合估計,如4月疫情得到良好控制,企業生產線基本恢復,物流正常運轉,終端消費者需求得到釋放,結合國家全面建成小康社會的穩健推進,汽車市場在下半年全面回暖,預計全國狹義乘用車市場全年批發總量影響約270萬輛,零售總量損失約200萬輛。如疫情出現反覆,特別是輸入型病例未得到良好控制,持續至下半年,則經濟損失、居民收入、供應鏈中斷等風險之大難以估算,預計批發和零售銷量將面臨兩位數負增長(主要影響來自居民收入的下滑,疫情後銷量回補有限)。
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