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汽車股捱沽 長汽/比亞迪/耐世特挫5%-7% 惟季績強北汽逆市反覆續升
阿思達克 04-30 14:55
首季多賺1.1倍至2.37億人民幣後遭多間大行大行削價的比亞迪(01211.HK)連跌第三天,最低見159元,現造160.2元,續挫5%,成交866萬股。美銀證券績後將比亞迪評級由「買入」下調至「中性」及削價8.5%至192元,以反映公司成本上漲短期風險、產品轉型進展未及預期及來自吉利(00175.HK)「極氪」競爭。大和也指,比亞迪首季盈利遠低於去年末季賺8.21億人民幣,主因是在原材料成本上漲下,毛利率顯降所致,故下調今年盈測37%,以反映原材料成本上漲壓力,同時將目標價由235元降至204元,維持「買入」評級。

全球汽車業呈「芯片荒」,短期恐無法解決。其餘汽車相關股也普遍下跌,尤其是耐世特(01316.HK)三連跌,最低見8.52元,現造8.68元,續挫7%。長汽(02333.HK)及吉利(00175.HK)挫4.9%及3.8%,分別報19.26元及20.1元。

不過,首季多賺逾51倍至17.6億人民幣北京汽車(01958.HK)繼昨天急漲10%重越四條移動平均後,今天股價逆市反覆升1.1%曾高見2.85元。

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