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大和:料中資汽車股投資情緒將改善 列吉利(0175.HK)為首選股
格隆匯 04-14 17:16

大和發表行業報告指,中國3月份的日均乘用車銷售按年跌幅收窄,4月銷售將有望進一步改善,相信內地汽車需求已漸見覆升,加上近期料有更多潛在刺激政策推出,預期行業投資情緒已改善,列吉利汽車(0175.HK)為首選股,同時推薦比亞迪(1211.HK)、永達汽車(3669.HK)及中升控股(0881.HK),四者均獲“買入評級。

大和指,據Think Car數據顯示,內地3月日均乘用車銷售按年下跌48%,跌幅較2月份的82%有所收窄,當中豪華車品牌如北京奔馳及華晨寶馬錶現較突出,銷售僅分別按年跌2%及13%。此外,中國至今已有8個城市宣佈將推出刺激政策,以推動消費及支持國產汽車生產商,預期近期將有更多地方政府推行措施,以支持汽車銷情。

該行估計,在低基數效應及潛在政策刺激下,5月銷售或可回覆按年增長,當中看好吉汽,料公司今年盈利增長穩健;比亞迪則預期新LFP刀片式電池將受客户歡迎,有利比亞迪鞏固其汽車電池龍頭地位;至於永達汽車及中升則因其豪華車佔比較多。

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