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《大行報告》美銀證券料內地汽車銷售續復蘇 首選長汽(02333.HK)及華晨(01114.HK)等
阿思達克 11-12 15:46
美銀證券表示,據中汽協公布內地今年10月乘用車銷售近260萬輛按年升12.5%,10月乘用車批發210萬輛,按年升9%。該行展望內地今年11月至12月汽車需求可持續復蘇,料可錄高單位數字至低雙位數字增長;而內地10月新能源汽車銷售達16萬輛,按年升1.05倍。

該行指按近期月度行業趨勢,受惠政策支持,相信中國汽車銷售可逐步復蘇,在行業中首選長城汽車(02333.HK)(卡車銷售強勁及H6新車改善毛利率)、華晨中國(01114.HK)、雲能國際(01298.HK)及永達汽車(03669.HK)。(wl/k)

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