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國務院開展新能源車和綠色智能家電下鄉 相關股普遍漲逾2%-7% 惟國美續挫14%尋底
國務院發布進一步釋放消費潛力促進消費持續恢復意見,鼓勵開展新能源車和綠色智能家電下鄉。相關股今天普遍反彈,尤其是小鵬(09868.HK)終止三連跌,股價曾急彈11%高見98.5元,現報95.35元,回升7.3%;理想汽車(02015.HK)及蔚來(09866.HK)終止五連跌,股價分別高見91.05元及138.5元,現報89.1元及136.5元,回升6.8%及4.3%。 藍籌吉利汽車(00175.HK)終止三連跌,股價高見11.38元,現報11.3元,回升4.6%;同為藍籌比亞迪(01211.HK)曾一舉重越50天、20天及10天線(224.1元、228.5元及230元),最高見230.4元,現報227元,回升3.5%。 長汽(02333.HK)由年半低位反彈,最高見10.82元,現報10.54元,回升3.5%;廣汽(02238.HK)最高見6.43元,現報6.32元,回升2.1%。五菱汽車(00305.HK)回升4.1%報1.02元。 家電股以創維(00751.HK)升幅最大,股價重越10天線(3.74元),最高見3.84元,現報3.78元,回升3.8%;Vesync(02148.HK)高見5.68元,創近一個月高,現報5.62元,回升3.1%;海信家電(00921.HK)終止三連跌,股價曾重越20天及10天線(7.66元及7.81元),最高見7.94元,現報7.75元,回升3.5%。海爾智家(06690.HK)及TCL電子(01070.HK)重越20天線(25.53元及3.36元),分別高見26.5元及3.42元,現報25.95元及3.37元,回升逾2%。 然而,早前建議將股份10合1的國美零售(00493.HK)續挫14%報0.33元再創上市新低,惠而浦公布終止與國美零售旗下國美電器合作。 國務院辦公廳發布《進一步釋放消費潛力促進消費持續恢復的意見》,鼓勵和引導大型商貿流通企業、電商平台和現代服務企業向農村延伸,推動品牌消費、品質消費進農村。以汽車和家電為重點,引導企業面向農村開展促銷,鼓勵有條件的地區開展新能源汽車和綠色智能家電下鄉,推進充電樁(站)等配套設施建設。 恆指午後初段進一步升至20,258無以為繼,在季績勝預期但指年內不計劃恢復派發季度息的匯控(00005.HK)午後沽盤重現續挫3.7%報49.75元,和旗下恆生(00011.HK)削派今年第一期中期息36.4%至僅70仙午後股價急挫3.2%報147.4元,以及內險和內銀全部受壓拖累,恆指升幅收窄至128點或0.6%報19,997。
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