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汽車零部件板塊逆勢走強 國內汽車行業銷量已經連續5個月正增長
格隆匯 09-17 11:03
格隆匯9月17日丨汽車零部件板塊逆勢走強,港股市場福耀玻璃和五菱汽車漲約4.5%;A股市場卡倍億再度大漲14.51%,隆盛科技漲逾8%。據乘聯會消息,9月第二週的日均零售是4.3萬輛,同比增長39%。這也是受去年9月的第二週是中秋節的因素影響,今年9月的節日因素效果較好。9月第二週環比8月第二週增長6%。從環比的月度走勢節奏看,第二週的零售表現平穩。中信證券指出,國內汽車行業銷量已經連續5個月正增長,行業景氣明確回升。同時,海外復工復產之後,對於零部件存在明顯的補庫存需求。同時考慮國內、海外需求的回升,預計三季度行業整體的盈利能力將明顯好轉。
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