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芯片及車股普遍跌2%-8% 長汽及華虹最傷 官媒批「缺芯」不是「炒芯」理由
官媒批「缺芯」不是「炒芯」的理由,遏制價格違法行為及維護市場價格秩序,監管層決不會手軟。芯片及汽車股今早普遍顯著受壓,中芯(00981.HK)扭三連漲,股價由逾半年高位回落,曾跌5.5%低見26.6元(剛為10天線),現報27.1元,回吐3.7%。華虹半導體(01347.HK)扭三連升,股價由近半年高位回落曾挫8.6%低見49.8元(守穩10天線48.56元),現報50.35元,回吐7.6%。晶門半導體(02878.HK)失守10天線(1.1元),最低見1.05元,現報1.07元,回吐3.6%。上海復旦(01385.HK)三連跌,承上周五失守10天及20天線勢,今早低見24.75元,現報25.3元,續跌3.1%。 藍籌比亞迪(01211.HK)由紀錄高位回落低見259元,現報261元,回吐5.2%;長汽(02333.HK)扭兩連升兼失守10天線(35元),最低見33.2元,現報33.35元,續挫8%。藍籌吉利汽車(00175.HK)三連跌兼考驗10天線(26.15元),最低見26元,現報26.4元,續跌3.3%。 小鵬汽車(09868.HK)失守10天線(159.4元),最低見158.1元,現報158.8元,回吐5.9%。東風集團(00489.HK)及廣汽(02238.HK)三連跌,今早續跌2%及3%,報6.83元及6.59元,股價均失守10天線。 官媒《央視財經》發文指,針對汽車晶片市場哄抬炒作、價格高企等突出問題,市場監管總局「該出手時就出手」,近日對涉嫌哄抬價格的汽車晶片經銷企業立案調查。當此之時,「炒芯」者立即「收手」,懸崖勒馬,應是明智之舉。 央視指「晶片荒」困擾汽車市場已有時日,今年甚至有多家車企因「缺芯」而停產或減產。伴隨「缺芯」的是「物以芯為貴」——與去年上半年相比,目前汽車晶片價格普遍漲10-20倍,而且依然「一芯難求」。有車企負責人坦言:「搶芯」已成為一種常態。這一態勢如不扭轉,必將對龐大的汽車產業帶來不利影響。文章指,部分經銷商惡意漲價,引發市場價格混亂,加劇市場恐慌情緒。汽車企業無奈選擇大量囤貨掃貨,提高晶片庫存,以抵禦未來風險,進一步加劇「缺芯」的困境,導致惡性循環。「缺芯」不是「炒芯」的理由。遏制價格違法行為,維護市場價格秩序,監管層決不會手軟。與此同時,患難見真情,患難見人心,患難見誠信。希望所有經營者加強自律,不囤積居奇,不哄抬價格,以誠信經營維護市場價格穩定。
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