《大行报告》花旗:内地汽车行业进入销售旺季 吁买「3G+1B」
花旗发表研究报告指,10月份国内乘用车销售来自一二线城市销售贡献为36%,而三四线城市为64%,其中豪车市场在销售旺季占比下跌,中国品牌市占率则上升。看好本地品牌,相信明年情况会持续,推介「3G+1B」,即吉利(00175.HK)、长汽(02333.HK)、广汽(02238.HK)及比亚迪(01211.HK)。
该行指,10月份乘用车销售在一二城市按月跌8%,三四线城市升2%,其中中国品牌销售跑赢市场。分类方面,豪车市场在一二城市和三四线城市分别按月跌15%及14%,而中国品牌分别跌1%及升7%。
股份│评级│目标价
吉利(00175.HK)│买入│41.00元
长汽(02333.HK)│买入│15.90元
广汽(02238.HK)│买入│13.09元
比亚迪(01211.HK)│买入│276.10元
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