汽车股全面造好 长汽及比亚迪涨3.7%及11%破顶
汽车股今早全面造好,尤其是日前指十辆电动巴士於加国多伦多启用的比亚迪(01211.HK)升破7月所创上市高位90元,最高见96.7元,现造96.1元,急涨11%,成交增至1,400万股,涉资12.96亿元。
其余汽车股涨升1.3%-3.8%,华晨(01114.HK)最强股价重越20天线(7.04元),最高见7.16元,现造7.08元,续升3.8%。获摩通升价的长汽(02333.HK)高见9.95元,创32个月高,现造9.91元,续升3.7%。
蓝筹吉利(00175.HK)重越20天线(16.12元),报16.3元,回升2.1%,股价挑战10天线(16.34元)。
摩通昨天指出,内地汽车股股价於过去一个月升4.4%,跑赢MSCI中国1.5%升幅,主要是受惠於汽车销量持续回升。虽然该行预期第四季会出现低至中单位数的增长,但由於经济从低基数中复苏,相信增速会在明年上半年加快至高达20%,而明年首季有望反弹超过30%。另外,强劲的车型推出亦会带来贡献,例如吉利将於明年推出5款新车款;长汽也计划推出10款新车型或改款车型。长汽於过去一个月受惠销售强劲势头,股价累升18%,该行对於长汽稳健表现感到鼓舞,并预期其将会继续跑赢大市,将明年盈测上调10%及目标价由9元上调至12元,给予「增持」评级。
中汽协上周数据显示,内地8月汽车销量按年升11.6%至218.6万辆;其中新能源汽车销量按年升25.8%至10.9万辆。
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