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《大行報告》美銀證券:長汽(02333.HK)9月數據跑贏同業 屬行業首選之一
阿思達克 10-14 12:00
美銀證券發表報告表示,據中國汽車工業協會(CAAM)數據,內地9月乘用車批發量按年升8%、保險銷售按年增長14%,乘用車保險登記為190萬,按批發和保險註冊的差異,該行估計在剔除出口量之後,內地9月汽車渠道的庫存增長約11萬個。從地域上看,江蘇,山東,河南和上海等省市跑贏,而四川,廣東和福建則跑輸大市。

該行指,長城汽車(02333.HK)及長安汽車(000625.SZ)表現均跑贏大市,屬該行看好的中資汽車股。該行指,吉利(00175.HK)9月批發及汽車保險註冊量各為1.18萬及1.12萬輛A,吉利汽車保險註冊量按年2%;而長汽的汽車保險登記量按年增長27%,上汽大眾則按年跌3%。

美銀證券表示在其研究範圍中,更喜歡蔚萊汽車(NIO.US)和小鵬汽車(XPEV.US),因期望兩家電動汽車初創公司將獲得更多市場份額,指此兩公司將更多地專注於增強用戶體驗。而該行指在中資汽車股首選長汽H股,因為其產品線比大多數同行均要強大。在奢侈品牌領域上,該行喜歡華晨(01114.HK),中升(00881.HK)和永達(03669.HK)。

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