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《大行報告》中金:汽車消費刺激政策對需求端初現較強拉動 看好吉利及長汽等
國家商務部等17部門發布關於搞活汽車流通、擴大汽車消費若干措施,支持新能源汽車購買使用,中資汽車股今日抽高,吉利(00175.HK)及長汽(02333.HK)最新各上揚6.4%及5.9%,廣汽(02238.HK)股價上揚6.8%。據中金近日發表汽車行業報告表示,認為內地汽車消費刺激政策對需求端初現較強拉動作用,供應鏈升級利好相關優質零部件龍頭。 該行指,建議關注龍頭自主整車和新勢力車企,即小鵬汽車-W(02015.HK)、蔚來-SW(09866.HK)、長安汽車(000625.SZ)、長汽(02333.HK)、吉利(00175.HK),而電動智能零部件股方面,長鷹信質(002664.SZ)、星宇股份(601799.SH)、廣東鴻圖(002101.SZ)、岱美股份(603730.SH)、福耀玻璃(03606.HK)、震裕科技(300953.SZ)、欣銳科技(300745.SZ)(該行指此股未研究覆蓋)。 中金指看好供應鏈升級機遇,指電池熱管理的重要性隨電池升級進一步提升,新能源車三大熱管理系統均有升級方向,推動單車價值量不斷提升;該行測算2025年國內新能源車熱管理市場空間可達521億人民幣。
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