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港A兩市汽車股走強,比亞迪(1211.HK)漲超5%

格隆匯6月18日丨港A兩市汽車股午後漲幅擴大,港股中,長城汽車漲超6%,比亞迪股份、吉利汽車漲超5%;

A股中,小康股份漲停,上汽集團、比亞迪漲超7%,長城汽車、東風汽車漲超5%。

中國汽車工業協會主辦的第11屆中國汽車論壇6月17日-19日在上海嘉定舉辦,中汽協常務副會長兼祕書長、世界汽車組織(OICA)主席付炳鋒表示,預計今後5至8年,中國將有近2億輛國IV及以下在用車輛面臨淘汰替換;新車市場至少超2億輛(新能源+傳統車);新能源汽車佔比將顯著提高,達到20-30%。中汽協亦預計未來五年中國新能源汽車銷量年均增速40%以上。

中信證券發研報指,站在當前時間點明確看好汽車板塊的投資機會,建議超配汽車板塊。短期看,隨着汽車芯片供應改善與原材料價格趨於平穩,6月起行業有望逐步環比改善,當前機構在汽車板塊持倉佔比相對較低,配置性價比高。長期來看,未來5年替換週期的到來將為行業帶來有效的需求增量,汽車行業正在智能電動的變革浪潮中迎來重啟。

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