板塊異動 | 新能源汽車多數上漲,長城汽車漲超11%,比亞迪股份漲超2%
uSMART盈立智投12月8日消息,週二港股早盤,新能源汽車板塊呈現普漲行情,截至10:54分,港股方面,長城汽車漲超11%,比亞迪股份漲近3%,北京汽車、廣汽集團微漲,吉利汽車微跌。
長城汽車11月銷量創下了四年來的新高
瑞信發研報指,長城汽車11月銷量創下了四年來的新高,達到145,240輛,按年增長26%(按月升7%)。這主要是由哈弗H6家族所推動,其11月銷量按年增長32%(按月升4%)至55,001輛。 特別是,新推出的第三代H6銷量按月增長10%,達到22,852輛。
瑞信將公司2020-2022年淨利潤預測上調0.3-8.0%,並將長城汽車A/H股目標價,分別由30元人民幣/16港元提升至32元人民幣/17.5港元,維持“跑贏大市”評級。
花旗:廣汽集團11月銷量表現正面
花旗發佈研究報告稱,維持廣汽集團(02238)“買入”評級,目標價13.09港元。集團11月批發量21.8萬輛,同比及按月分別增4%及11%,而首11個月累計銷量同比跌2%至183.5萬輛,佔該行對其全年預測的83%。該行表示,基於其新能源車產品組合豐富,以及2021年行業前景更強,仍對集團仍持正面態度。
大和:吉利11月銷量增長放緩
吉利汽車11月銷量15萬部,按年升5%及按月升7%。大和發佈報告指吉利11月銷量增長放緩,仍看好其下年度盈利。
此外,消息稱,2021年新能源汽車下鄉政策正在籌劃,不會納入中高端車型。
【比亞迪股份目前支持10倍槓桿日內交易】
【吉利汽車、廣汽集團目前支持20倍槓桿日內交易】
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