You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行报告》美银证券:长汽(02333.HK)9月数据跑赢同业 属行业首选之一
阿思达克 10-14 12:00
美银证券发表报告表示,据中国汽车工业协会(CAAM)数据,内地9月乘用车批发量按年升8%、保险销售按年增长14%,乘用车保险登记为190万,按批发和保险注册的差异,该行估计在剔除出口量之後,内地9月汽车渠道的库存增长约11万个。从地域上看,江苏,山东,河南和上海等省市跑赢,而四川,广东和福建则跑输大市。

该行指,长城汽车(02333.HK)及长安汽车(000625.SZ)表现均跑赢大市,属该行看好的中资汽车股。该行指,吉利(00175.HK)9月批发及汽车保险注册量各为1.18万及1.12万辆A,吉利汽车保险注册量按年2%;而长汽的汽车保险登记量按年增长27%,上汽大众则按年跌3%。

美银证券表示在其研究范围中,更喜欢蔚莱汽车(NIO.US)和小鹏汽车(XPEV.US),因期望两家电动汽车初创公司将获得更多市场份额,指此两公司将更多地专注於增强用户体验。而该行指在中资汽车股首选长汽H股,因为其产品线比大多数同行均要强大。在奢侈品牌领域上,该行喜欢华晨(01114.HK),中升(00881.HK)和永达(03669.HK)。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account