You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
盤中異動 | 汽車板塊走強,恆大汽車漲超7%

uSMART盈立智投6月1日消息,汽車股盤中強勢拉昇,截至發稿,恆大汽車漲超7%,五菱汽車漲近7%,比亞迪股份漲超4%,長城汽車漲超3%,雅迪控股、吉利汽車均漲超2%,昨日A股創業板鋰電池廠家寧德時代市值破萬億。

光大證券研報指:5月27日美國參議院財政委員會提出推動電動汽車、清潔能源稅收抵免的提案,短期有望帶動國內外電動車產業鏈預期升溫。國內乘用車板塊經過復甦期估值修復充分,較零部件板塊溢價明顯,與此同時乘用車利潤增速低於零部件,補庫週期開啓後板塊估值開始震盪或收縮,業績爲王,預計整車有望產生波段性機會,而零部件板塊有望成爲最優配置主線。

招商證券此前發佈行業研報稱,美國電動車補貼政策超預期,電動化加速趨勢已定。疊加1000億美元消費者補貼,未來10 年美國電動汽車有望達到36%年均複合增速。2020年,美國電動汽車銷售32.9萬輛,滲透率僅爲2.3%,遠低於歐洲的8.8%和中國的5.2%。爲此,5月18日,美國總統拜登在密歇根就1740億美元的電動汽車促進提案發表了演講,其中包括:1000 億美元的消費者補貼。如果該提案落地,1000億美元/(1.25 萬美元/輛)=800 萬輛,將至少有800萬輛電動汽車享受補貼,參考各國電動化規劃,招商證券預計美國可能會在2030年實現50%的電動化,以此測算,美國未來10年電動汽車將達到36%年均複合增長率,並最早於2027 年釋放完消費者補貼。

此外其表示,全球電動化在歐洲碳排放政策疊加超強補貼、中國雙積分政策及供給端優質車型加速、美國新能源高額投資規劃下,未來新能源汽車行業產銷仍將維持高增速,預計21 年國內和海外銷量都有望大超市場預期。招商證券認爲新能源汽車消費強勁疊加汽車行業整體復甦態勢,整車銷量仍將保持增長,行業基本面仍向好。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account