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港A兩地汽車股走強 東風汽車漲停
格隆匯 12-14 11:01
格隆匯12月14日丨港A兩地汽車股走強,東風集團股份(0489.HK)漲7.89%、長城汽車(2333.HK)漲6.6%;A股東風汽車漲停,長城汽車、廣汽集團漲超4%。中國汽車工程學會副祕書長葉盛基表示,通過調研和預測預判,2021年汽車產銷將超過2600萬輛,有望實現3%-5%的增長,來年產銷量水平將超過去年,接近前年。而新能源汽車則可能迎來更大的驚喜,增速或將超過30%以上,銷量很可能會達到180萬輛。中信證券研報指,11月我國汽車銷售277.0萬輛,環比+7.6%,同比+12.6%。預計2020年12月乘用車銷量持續高個位數增長,2021年銷量有望同比雙位數增長,行業持續高景氣,建議超配汽車板塊。

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