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港股異動 | 汽車股部分強勢 機構指汽車行業下半年繼續回升趨勢明確
格隆匯 09-30 09:57
格隆匯9月30日丨港股汽車股部分強勢,比亞迪股份大漲6%,吉利汽車漲近2%,長城汽車升1.6%。中汽協數據顯示,2020年1-8月,汽車製造業實現利潤同比結束下降,呈小幅增長。1-8月,汽車製造業累計實現利潤3084.8億元,同比增長1.5%。中信建投發文稱,汽車板塊經歷2018-2019連續下跌後,2020Q1受到疫情衝擊,已探明行業底部,Q2消費反彈行業復甦明顯。隨着國內疫情緩和,客運需求和物流需求恢復,各地針對性刺激政策效應逐步釋放,預計下半年繼續回升趨勢明確。

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