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耐世特(01316.HK)發力追升18%逼近八個月高 吉利及比亞迪續吐逾2%-4%
阿思達克 10-16 13:46
近日未能跟隨汽車股上升的耐世特(01316.HK)今天終於發力急升,股價繼今早突破牛熊線及10天線(5.61-5.64元)後,午後升幅擴大,最高暫見6.57元,創近八個月高,現造6.55元,急升18%,成交急增至1,613萬股,已創逾三個月高,涉資9,930萬元。

大和指,耐世特第三季各地區市場均見復甦,其中北美需求穩健增長,輕型車生產按季增190%;歐洲、南美及中東市場增幅也達104%。管理層指,上述區域收入增長與整體趨勢一致,同時亦帶動自亞太區進口需求。此外,公司第三季為客戶推出14項新項目,對比上半年19個為多。隨著自動駕駛技術普及和應用,相信未來3年有關項目可改善公司利潤,預計公司今年盈利跌33%,但料明年盈利按年急升60%,主因是新能源車發展及摩洛哥廠房為收入的額外貢獻。該行維持「持有」評級,目標價由5元調高至5.4元。

其他車股榮辱互見,其中先後獲多家外資行唱好的比亞迪(01211.HK)由紀錄高位連吐第二天,最低見126.8元,暫守10天線(126.5元),現造128.3元,續吐4.5%,成交988萬股。藍籌吉利(00175.HK)也反覆續吐2.4%,報16.3元。相反,長汽(02333.HK)繼昨天由逾五年高位13.44元掉頭倒跌逾2.5%後,今早股價反覆回升高見12.84元,現造12.8元,回升3%。

中國汽車工業協會根據行業內11家重點企業上報數據統計顯示,今年10月上旬,11家重點企業汽車產銷分別完成45.6萬輛和34.4萬輛,按年分別下降3.8%和24%。

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