板塊異動 | 汽車股再度發力,吉利汽車漲超4%,廣汽集團漲超2%
uSMART盈立智投12月23日消息,週三港股早盤,汽車板塊再度上揚,截至10:11分,五菱汽車漲超5%,吉利汽車漲超4%,廣汽集團漲超2%,比亞迪股份漲超1.6%。
【吉利汽車、廣汽集團支持20倍槓桿日內交易】
【比亞迪股份支持10倍槓桿日內交易】
興業證券發佈研報稱,2021-2022年全球汽車行業有望迎來恢復性增長。根據IHSMarkit預測,2020年全球輕型車銷量將同比下降15%至7650萬輛,預計2021年有望同比增長9%。
長期來看,行業基本進入存量市場。建議關注市場中的結構性增長機會:1、政策背景下,傳統車企與新勢力將於2021-2022年集中投放多款新能源車型,新能源車將在全球迎來向上週期;2、智能網聯化+輕量化+電動化推動產品技術升級,傳統零部件單車價值量提升,增量零部件將爲相關供應企業帶來巨大成長空間。3、消費升級+價格下探,豪華車市場仍將保持高速增長,代理豪華品牌的經銷商仍然有望從中受益。
興業證券推薦關注:(1)整車:建議重點關注吉利汽車(0175.HK)、比亞迪股份(1211.HK)、中國重汽(3808.HK)、長城汽車(2333.HK),推薦關注蔚來(NIO.N)、理想汽車(LI.O)、小鵬汽車(XPEV.N);(2)零部件:建議重點關注敏實集團(425.HK)、福耀玻璃(3606.HK),推薦關注耐世特(1316.HK);(3)經銷商:建議重點關注中升控股(881.HK)、永達汽車(3669.HK),推薦關注美東汽車(1268.HK)。
風險提示:公共衛生事件持續;影響行業的相關政策;行業恢復不及預期。
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