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受惠國策體育用品及車股普遍造好 長汽、吉利、特步及廣汽漲逾5%-6% 惟蔚來逆吐4%
恆指繼今早考驗21,200不破後,午後曾倒升高見21,628,現報21,564,僅續吐22點,總成交額789億元。 國家體育總局辦公廳印發《關於體育助力穩經濟促消費激活力工作方案》通知,要求加大體育產品供給及加快體育設施投資建設,爭取降低體育企業貸款,促進體育消費。此外,國家商務部副部長盛秋平表示,當局將進一步促進汽車市場潛力釋放,下半年汽車消費有望實現較快增長。 內地車股跑贏大市,尤其是廣汽A股(601238.SH)漲7.8%報17.03元人民幣;長汽A股(601633.SH)升半成曾高見37.58元人民幣;比亞迪A股(002594.SZ)升4.4%曾高見351.95元。 本港相關股今天以廣汽(02238.HK)表現最好,股價三連升,午後高見8.02元,現報7.99元,續升6.5%,成交增至4,140萬股。長汽(02333.HK)及藍籌吉利(00175.HK)扭三連跌,高見14.96元及17.5元,現報14.9元及17.42元,回升5.5%及6.2%。五菱汽車(00305.HK)升4.9%報1.28元。 北汽(01958.HK)、東風(00489.HK)及比亞迪(01211.HK)升逾1.5%,後者高見323.8元,現報323元,續升1.8%。 特步(01368.HK)高見14.98元創近一年高,現報14.9元,回升4.9%;361度(01361.HK)、藍籌安踏體育(02020.HK)和李寧(02331.HK)升逾1.5%-2.5%,後兩者最強曾分別高見99.3元及74.35元。 然而,理想汽車(02015.HK)及蔚來(09866.HK)逆市低見149.1元及160.8元,現報153.8元及166.5元,逆吐1%及3.7%。 中汽協根據重點企業上報週報數據推算,預計內地6月汽車業銷量244.7萬輛,按月及按年分別增長34.4%及20.9%。
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