中金:料二季度豪華車銷售有望跑贏行業 推薦中升控股(0881.HK)等
中金髮表研究報告表示,中國汽車銷售數據修復,帶動板塊回暖,預計第二季度豪華品牌銷售延續跑贏行業的趨勢,重申推薦豪華車經銷商龍頭中升控股(0881.HK)及永達汽車(3669.HK)。
中金指出,豪華車品牌銷量增速快,滲透率不斷提升,加上訂單飽滿,折扣較年初有所收窄,預計經銷商受益行業回暖的確定性較高。
乘用車整車板塊方面,中金指出,伴隨需求恢復,強產品週期品牌優勢會更加凸顯,推薦廣汽集團(2238.HK)、長安汽車、長城汽車(2333.HK)。
零組件板塊方面,中金看好估值修復空間較大的耐世特(1316.HK)、寧波華翔,以及受益行業需求回暖的華域汽車。
重卡板塊方面,中金繼續看好聚焦純內需,並有望充分受益於工程重卡結構性機會的中國重汽(3808.HK)、濰柴動力(2338.HK)。
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