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《大行報告》中金料內地汽車市場明年首季末可恢復至正常庫存水平 薦長汽、理想及小鵬汽車等
中金發表報告表示,預計明年第一季末內地汽車市場基本能夠恢復正常庫存水平,今明兩年汽車銷量總量分別為2,562萬和2,722萬輛,分別按年增長4.2%和6.2%;又料明年乘用車生產批發繼續保持高增,其中新能源銷量達500萬輛,新能源滲透率達22%,國內電動自行車銷量有望達5,400萬輛,按年增長14.9%。 報告表示,看好傳統強勢自主品牌、造車新勢力品牌以及具備潛力的新能源車企,包括長城汽車(02333.HK)、理想汽車(02015.HK)、小鵬汽車(09868.HK)等,汽車玻璃方面則看好福耀玻璃(03606.HK),商用車方面看好濰柴動力(02338.HK)、重汽(03808.HK)、中集車輛(01839.HK)。 該行指,汽車經銷商龍頭業績穩健增長,二手車與新能源合作不斷兌現,看好中升控股(00881.HK)、永達汽車(03669.HK)等。
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