郭家耀: 科技股回吐傳統股撐市 中升(00881.HK)前景料續樂觀
正榮金融業務部副總裁郭家耀稱,美股周三(11日)個別發展,美國通脹憂慮略為舒緩,刺激道指及標普500指數再創歷史新高,科技股走勢偏軟,納指逆市略為向下。美元走勢回落,美國十年期債息下滑至1.33厘水平,金價低位反彈,油價亦反覆向上。港股預託證券個別發展,預料大市早段缺乏方向。內地股市窄幅上落,滬綜指收市錄得輕微升幅,滬深兩市成交額略為縮減。
港股走勢好淡爭持,指數在26,500點水平上落,科技股連升多日後有回吐,傳統股份接力支撐大市,預料後市仍有望上試27,000點阻力,下方支持在26,000點附近。
另中升控股(00881.HK)公布上半年盈利增長61%至36.96億元人民幣,期內收入增長50.1%至873.6億元人民幣。以業務劃分收入方面,中升新車銷售收入增加46%至726億元人民幣,售後服務及精品業務收入增長34%至113億元人民幣,二手車銷售收入35億元人民幣。中升上半年新車銷量增長39.7%至27.56萬輛,二手車交易量增加64.1%至6.67萬輛。新車銷售當中,豪華品牌新車銷量佔161,906輛,按年增加45%,而奔馳為集團新車銷售收入最高的汽車品牌,佔新車收入總額31.7%,較去年上升0.9個百分點。得益於規模效應和上半年較低的庫存,豪華車業務銷售毛利率進一步提升,按年增加至4.7%。
儘管芯片短缺的影響可能持續,但管理層表示車廠仍有信心實現全年目標,市場對豪華車品牌和部分中端品牌的需求依然強勁。公司售後服務收入持續高增長,並保持穩定的利潤率。管理層亦預計二手車業務的利潤貢獻將繼續提升。新能源汽車業務方面,中升與小鵬汽車建立戰略合作關係,管理層預計與電動汽車企業的合作將持續帶來收入和利潤增長。整體業績增長強勁,未來增長步伐明確,前景繼續樂觀。
(筆者為證監會持牌人,沒持有上述股份)~
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