杭州放寬汽車限購 汽車股續漲7%-15% 長汽及華晨最強
武漢將於下月8日起解封,花旗料措施有助內地盡快復工,有利行業市賬率處於歷史低位的汽車業。此外,杭州放寬汽車限購政策,以及北京和廣州正抓緊制定提振汽車業刺激措施,汽車股升幅連續第二天跑贏大市,尤其是獲花旗視為行業首選之一華晨(01114.HK)升破20天線,最高見6.69元,現造6.48元,續漲15%,成交增至2,628萬股。同獲花旗給予「買入」評級的藍籌吉利(00175.HK)重越10天線,最高見12.2元,現造11.94元,續漲7%,成交增至8,512萬股。同獲花旗給予「買入」評級的長汽(02333.HK)升破10天線,最高見4.87元,現造4.82元,續漲12%。
同獲花旗給予「買入」評級兼大摩料未來15天股價有七八成機率上升給予「增持」看5元的北汽(01958.HK)高見2.97元,現造2.95元,續升7.6%。
廣汽(02238.HK)、比亞迪(01211.HK)及東風(00489.HK)續彈近7%-8%,分別報8.08元、38.15元及5.31元。
已實施6年汽車限購措施的杭州也火速出爐放寬政策,杭州市小客車總量調控管理辦公室發布《關於2020年一次性增加小客車指標的配置公告》,今年一次性增加2萬個小客車指標,將按3:1比例通過個人階梯搖號和縣/市個人指標搖號方式進行配置,5月份之內完成全部指標投放。另外,廣州發改委也對外指,提振汽車消費政策實施細則正在抓緊制定。
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