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汽配板塊再度走強 新泉股份、泉峯汽車漲停
格隆匯10月14日丨汽配板塊今日再度走強,新泉股份、泉峯汽車漲停,科博達漲超9%,星宇股份漲超7%,中鼎股份、愛柯迪、華懋科技、福耀玻璃等跟漲。天風證券研報稱,整車具備電動化與智能化大邏輯,且中長期基本面向上,短期可逢低關注;零部件現階段性價比較為突出,建議優選賽道龍頭。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。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。

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