汽車股全面造好 長汽及比亞迪漲3.7%及11%破頂
汽車股今早全面造好,尤其是日前指十輛電動巴士於加國多倫多啟用的比亞迪(01211.HK)升破7月所創上市高位90元,最高見96.7元,現造96.1元,急漲11%,成交增至1,400萬股,涉資12.96億元。
其餘汽車股漲升1.3%-3.8%,華晨(01114.HK)最強股價重越20天線(7.04元),最高見7.16元,現造7.08元,續升3.8%。獲摩通升價的長汽(02333.HK)高見9.95元,創32個月高,現造9.91元,續升3.7%。
藍籌吉利(00175.HK)重越20天線(16.12元),報16.3元,回升2.1%,股價挑戰10天線(16.34元)。
摩通昨天指出,內地汽車股股價於過去一個月升4.4%,跑贏MSCI中國1.5%升幅,主要是受惠於汽車銷量持續回升。雖然該行預期第四季會出現低至中單位數的增長,但由於經濟從低基數中復甦,相信增速會在明年上半年加快至高達20%,而明年首季有望反彈超過30%。另外,強勁的車型推出亦會帶來貢獻,例如吉利將於明年推出5款新車款;長汽也計劃推出10款新車型或改款車型。長汽於過去一個月受惠銷售強勁勢頭,股價累升18%,該行對於長汽穩健表現感到鼓舞,並預期其將會繼續跑贏大市,將明年盈測上調10%及目標價由9元上調至12元,給予「增持」評級。
中汽協上周數據顯示,內地8月汽車銷量按年升11.6%至218.6萬輛;其中新能源汽車銷量按年升25.8%至10.9萬輛。
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