《大行报告》美银证券料内地汽车销售续复苏 首选长汽(02333.HK)及华晨(01114.HK)等
美银证券表示,据中汽协公布内地今年10月乘用车销售近260万辆按年升12.5%,10月乘用车批发210万辆,按年升9%。该行展望内地今年11月至12月汽车需求可持续复苏,料可录高单位数字至低双位数字增长;而内地10月新能源汽车销售达16万辆,按年升1.05倍。
该行指按近期月度行业趋势,受惠政策支持,相信中国汽车销售可逐步复苏,在行业中首选长城汽车(02333.HK)(卡车销售强劲及H6新车改善毛利率)、华晨中国(01114.HK)、云能国际(01298.HK)及永达汽车(03669.HK)。(wl/k)
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