《大行报告》摩通:内地出台扩汽车消费措施 料行业明年上半年销售增长加快至20%
就国务院昨出台稳定及提振内地汽车需求措施,公布开展新一轮汽车下乡和以旧换新,摩根大通发表研究报告,认为政策措施对内地汽车行业销售有利,预料内地汽车业明年上半年销售增长将加速至最多20%,其中由於经济正从低基数的复苏,料明年首季按年增速可能达约30%至40%,主要是上年基数较低。
该行料长汽(02333.HK)等汽车代工厂提供强劲贡献,基於对2021年上半年度强劲增长势头的预期,该行建议投资者关注股份如长汽、或具质素新能源汽车敞口的公司,如蔚来汽车(NIO.US)和小鹏汽车(XPEV.US);至於汽车零部件主要的供应商,该行看好敏实(00425.HK)及华域汽车(600741.SH)。
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