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《大行報告》中金料內地汽車業下半年產銷兩旺 上調全年銷量預測
中金髮表報告表示,據多間汽車製造商數據顯示,6月份汽車銷量理想,故該行預計下半年產量銷售均強勁,估計產銷兩旺,上調蔚來及理想之全年銷量預測分別5%及12.5%。

該行指,內地乘用車仍然受到芯片供應緊張及原材料價格上漲的影響,今年第二季或會是最差的季度,而下半年進入增加庫存階段,料產銷有望逐步回升,因此看好短期受惠於芯片短缺、折扣下降及利潤增加的經銷商股份,包括中升(00881.HK)及永達汽車(03669.HK)。

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