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郭家耀: 監管憂慮紓緩港股料守25,500 永達汽車(03669.HK)前景看俏
阿思達克 09-06 09:41
獨立股評人郭家耀稱,美股上周五(3日)個別發展,美國8月份非農業新增職位遠低於預期,拖累大市表現向下,尾市跌幅稍為收窄,科技股走勢向好,納指再創收市新高。美元表現向下,美國十年期債息回升至1.32厘水平,金價表現反彈,油價高位有回吐。港股預託證券個別發展,預料大市早段缺乏方向。內地股市反覆低收,滬綜指高開低走,收市下跌0.4%,滬深兩市成交額有所增加。 港股經過連日反彈後,上周五有回吐壓力,指數失守26,000點水平,成交額保持活躍。近日投資氣氛改善,市場對監管憂慮略有紓緩,預料指數可穩守25,500點支持,上方阻力在26,500點附近。 另永達汽車(03669.HK)中期營業額上升45.9%至405.06億元人民幣,盈利大幅上升121.1%至11.72億元人民幣。上半年永達新車銷量為11.58萬輛,按年增長41.3%。豪華品牌新車銷量上升32.5%至7.7萬輛,當中寶馬品牌及保時捷品牌銷量分別升47.5%及24.2%。新車銷售毛利率上升0.5個百分點至3.2%,而豪車銷售毛利率亦上升0.7個百分點至3.7%。管理層預料由於芯片短缺問題仍影響汽車行業,新車銷售毛利率於第三季表現繼續理想。二手車銷售業務方面,上半年交易量上升72%至3.3萬輛,收入達29億元人民幣,整體毛利率達6%。管理層給予業務指引,焦點針對豪華車市場,滲透至三、四線城市,今年新車銷售收入料錄15%以上增長,售後服務收入增長預期達20%,毛利維持在45%水平。二手車銷售將成重要增長來源,並增加與新能源車品牌的合作。業務前景向好,股價有望上試高位。 (本人沒持有上述股份)~
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