板塊異動 | 吉利汽車、比亞迪股份均漲超2%,中國8月份汽車總銷量同比增長11.6%
uSMART友信智投9月11日消息,週五港股,汽車板塊普漲,截至10:53分,比亞迪股份、長城汽車、吉利汽車、北京汽車均漲超2%。
交銀國際發佈報告,中國8月份汽車總銷量同比增長11.6%至220萬輛。其中,乘用車的出貨量達到180萬輛,同比增長6.0%。汽車銷量連續五個月增長,連續四個月增幅保持在10%以上。該行認爲這表明中國的乘用車需求強勁,應該消除了市場對疫情後需求被壓抑的擔憂。該行相信下半年強勁的乘用車銷售將繼續使車企和經銷商受益。該行維持同步的行業評級,仍然首推買入吉利(00175.HK)和永達(03669.HK)。
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