吉利、廣汽和長汽曾漲近11%-14% 國務院擬削乘用車購置稅600億人幣大行看好傳統車股
爲了緩解疫情封鎖措施對經濟造成嚴重影響,國務院擬推出6方面33項具體措施,令經濟重返正軌,其中包括增加退稅逾1,400億人民幣及減徵部分乘用車購置稅600億元人民幣。花旗認爲減汽車購置稅屬重大驚喜,料可額外爲內燃機汽車行業帶來200-250萬增量需求,吉利(00175.HK)和長汽(02333.HK)最受惠,而市場或會將車股偏好由新能源汽車和上遊相關公司,轉向傳統內燃機汽車行業。瑞銀、麥格理及大摩也認爲吉利及長汽受惠措施。
傳統汽車今天跑贏電動車,其中長汽曾急漲13.5%至13.42元,現報12.8元,急漲8.3%,成交急增至1.7億股。獲花旗升價近兩成至17.89元藍籌吉利曾重越100天線(14.9元),漲近11%高見15.08元,現報14.36元,回升5.3%,成交增至1.08億股。
廣汽(02238.HK)曾重越百天線及牛熊線(7.17元及7.3元),漲近11%高見7.76元,現報7.13元,僅升1.7%,成交急增至7,829萬股。東風(00489.HK)及北汽(01958.HK)曾分別升5.7%及3.7%,高見5.96元及2.52元,現報5.71元及2.45元,升1.2%及0.8%。慶鈴汽車(01122.HK)最高1.47元(受制百天線1.49元),現報1.45元,升1.4%。此外,五菱汽車(00305.HK)也升4.3%曾高見1.3元。
相反,電動車今天全部跟隨大市下跌,尤其是首季虧損倍增的小鵬(09868.HK)隨ADR股價低見82.1元,現報84.1元,續跌7.4%。蔚來(09866.HK)及藍籌比亞迪(01211.HK)低見122.6元及253.2元,現報123.6元及257元,續挫6.6%及5%。理想汽車(02015.HK)反覆續跌0.7%報91.55元。
恆指午後跌幅擴大,最低見20,097,現報20,116,跌353點或1.7%,重失10天及20天線,成交額749億元。此外,滬指及深成跌幅也擴至1.5%及2.2%,分別報3,098及11,192。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.