耐世特(01316.HK)发力追升18%逼近八个月高 吉利及比亚迪续吐逾2%-4%
近日未能跟随汽车股上升的耐世特(01316.HK)今天终於发力急升,股价继今早突破牛熊线及10天线(5.61-5.64元)後,午後升幅扩大,最高暂见6.57元,创近八个月高,现造6.55元,急升18%,成交急增至1,613万股,已创逾三个月高,涉资9,930万元。
大和指,耐世特第三季各地区市场均见复苏,其中北美需求稳健增长,轻型车生产按季增190%;欧洲、南美及中东市场增幅也达104%。管理层指,上述区域收入增长与整体趋势一致,同时亦带动自亚太区进口需求。此外,公司第三季为客户推出14项新项目,对比上半年19个为多。随着自动驾驶技术普及和应用,相信未来3年有关项目可改善公司利润,预计公司今年盈利跌33%,但料明年盈利按年急升60%,主因是新能源车发展及摩洛哥厂房为收入的额外贡献。该行维持「持有」评级,目标价由5元调高至5.4元。
其他车股荣辱互见,其中先後获多家外资行唱好的比亚迪(01211.HK)由纪录高位连吐第二天,最低见126.8元,暂守10天线(126.5元),现造128.3元,续吐4.5%,成交988万股。蓝筹吉利(00175.HK)也反覆续吐2.4%,报16.3元。相反,长汽(02333.HK)继昨天由逾五年高位13.44元掉头倒跌逾2.5%後,今早股价反覆回升高见12.84元,现造12.8元,回升3%。
中国汽车工业协会根据行业内11家重点企业上报数据统计显示,今年10月上旬,11家重点企业汽车产销分别完成45.6万辆和34.4万辆,按年分别下降3.8%和24%。
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