汽車板塊再度走強 江淮汽車(600418.SH)兩連板
格隆匯6月24日丨汽車板塊再度走強,江淮汽車兩連板,亞星客車漲超6%,廣汽集團漲超5%,小康股份、長安汽車、東風汽車、長城汽車等紛紛走高。據悉,台積電優先將產能分配給汽車芯片,汽車用芯片短缺問題有望自三季度開始緩解。中銀證券指出,芯片短缺對部分車企短期排產造成一定影響,但預計7-8月有望逐步緩解,全年乘用車銷量將實現較快增長。建議關注相關產業鏈投資機會。
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