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港股異動 | 汽車股走強 機構指汽車行業三季報也存在超預期空間
格隆匯 10-06 09:51
格隆匯10月6日丨汽車股全線走強,長城汽車漲4.39%,北京汽車漲4%,吉利汽車升超3%,廣汽集團、比亞迪股份皆有漲幅。中金公司日前指出,車市繼續行走在較長時間跨度的向上週期中,汽車行業三季報也存在超預期空間,維持對汽車板塊的推薦,看好長城汽車等。中汽協數據顯示,今年前8月,汽車製造業實現利潤同比結束下降,呈小幅增長。另外,標普全球評級也近日表示,基於今年以來優於預期的銷售表現和逐漸改善的消費者信心,上修對中國汽車銷量的假設。目前,預計中國2021年的汽車銷量將同比增長4%-6%,高於此前假設的2%-4%。

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