郭家耀: 港股乏方向交投淡 比亚迪(01211.HK)全年销售料达标
正荣金融业务部副总裁郭家耀称,美股周三(9日)反覆向下,市场观望周四公布消费物价指数表现,三大指数均录得温和跌幅收市。美元低位略为反弹,美国十年期债息跌穿1.5厘水平,金价表现向好,油价高位有回吐。港股预托证券普遍偏软,预料大市早段跟随低开。内地股市个别发展,沪综指低开高走,收市上升0.3%,沪深两市成交额显着减少。
港股走势缺乏方向,指数在窄幅波动,大市成交跌至近日新低水平,显示投资者保持观望。预料短期大市缺乏突破能力,继续於28,500至29,500点水平上落。
另比亚迪(01211.HK)公布5月份汽车产量4.9万辆,按年增加52.4%。其中,新能源汽车产量3.19万辆,增加174%,燃油汽车产量1.71万辆,减少16.6%。期内,汽车销量共计4.63万辆,增加45.5%。其中新能源汽车销量3.28万辆,增加189.6%,燃油汽车销量1.35万辆,减少34.2%。
今年首五个月,累计汽车产量20.27万辆,按年增加62%,累计销量19.57万辆,增加56.7%,其中纯电动汽车销量为7.34万辆。公司销售增长远高於行业平均,市场估计比亚迪高端大型轿车「汉」销量约8,000辆,DM-i产品的总销量约1万辆,成为推动整体销量的重要因素。比亚迪亦给予指引,表示DM-i产品订单积存超过10万辆,预计6月份销售约2万辆。公司今年目标电动车销量达20万辆,预计下半年新产品推出下,达标机会乐观。在理想的销售数字支持下,比亚迪股价应有正面反应。
(笔者为证监会持牌人仕,本人没持有上述股份)~
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