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汽車板塊大漲 週期拐點向上 汽車市場全年有望呈現V字型走勢
格隆匯 10-09 10:44
格隆匯10月9日丨汽車板塊大幅走強,福田汽車拉昇漲停,中通客車、長城汽車大漲超8%,比亞迪漲超7%,江淮汽車、長安汽車、北汽藍谷、上汽集團等紛紛大漲。港股方面,北京汽車漲超3%,吉利汽車漲超2%。受促銷活動和各地車展帶動,今年“十一”長假,汽車銷售延續三季度以來較強增長態勢,全年汽車市場將呈現明顯的V字型走勢。全國乘用車市場信息聯席會祕書長崔東樹表示,估計中國汽車市場9月份銷量達到250萬台,同比增長10%左右。中金認為,車市繼續行走在較長時間跨度的向上週期中,行業企業三季報也存在超預期空間,維持對汽車板塊的推薦。安信證券指出,需求回升疊加估值相對較低,汽車板塊估值有望持續修復。覆盤海外車市,國內大循環啟動,國內車市中長期空間廣闊,電動智能大潮催生結構性成長。國內車市歷經兩年下滑,逐漸進入復甦通道,橫向對比,汽車股仍處估值窪地。

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