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《大行報告》摩通:內地出台擴汽車消費措施 料行業明年上半年銷售增長加快至20%
阿思達克 11-20 12:13
就國務院昨出台穩定及提振內地汽車需求措施,公布開展新一輪汽車下鄉和以舊換新,摩根大通發表研究報告,認為政策措施對內地汽車行業銷售有利,預料內地汽車業明年上半年銷售增長將加速至最多20%,其中由於經濟正從低基數的復甦,料明年首季按年增速可能達約30%至40%,主要是上年基數較低。

該行料長汽(02333.HK)等汽車代工廠提供強勁貢獻,基於對2021年上半年度強勁增長勢頭的預期,該行建議投資者關注股份如長汽、或具質素新能源汽車敞口的公司,如蔚來汽車(NIO.US)和小鵬汽車(XPEV.US);至於汽車零部件主要的供應商,該行看好敏實(00425.HK)及華域汽車(600741.SH)。

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