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汽配板塊大幅走高 西上海、英利汽車雙雙漲停
格隆匯10月13日丨汽配板塊大幅走高,西上海、英利汽車雙雙漲停,文燦股份、中捷精工、卡倍億、新泉股份等衝高。中金公司研報稱,2021年汽車零部件板塊市值漲幅跑輸乘用車板塊,估值相對滯漲,主要由於市場對零部件行業存兩大擔憂:大宗商品、運費上漲致利潤承壓;全球芯片緊缺致下游排產低於預期。當前股價對以上利空已有所反映,向前看,隨着大宗商品價格、運費回落,芯片供給改善等邊際利好出現,對應標的股價有望獲得恢復。建議關注零部件板塊投資機會:原材料佔比較高的輕量化板塊、出口佔比較高的零部件廠商、補庫空間較大的大眾產業鏈。
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