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郭思治: 本月大市由頭跌到尾 波幅擴闊至2,191點
香港股票分析師協會副主席郭思治稱,本年大市之波幅相對仍較細。大市昨再進一步往下創月內及年內新低,恆指早市先低開17點至17,838點,其後曾略為後抽49點至17,904點,但由於買盤不繼,故整個大市卒又再反覆回落,恆指更一度再跌207點至17,648點方漸見喘定並作技術性後抽,經昨天之下跌,本月大市之波幅已稍擴闊至2,191點,恆指暫是由1日之高位19,839點跌至27日之低位17,648點,論形態該屬由頭跌到尾之格局,照此看,本月期指該會在較低位進行轉倉,期間即使偶見回升,技術上亦只屬有波幅而冇升幅,有反彈而冇大升之後抽而已。 中創新航(03931.HK)是為數不多的、具備全面自主研發能力及能夠獨立完成動力電池生產的動力電池企業之一。就2021年裝機量而言,中創新航為中國前十大動力電池企業中於2019年至2021年間唯一一家每年按年增長率超過100%的企業。2022年第一季度,中創新航裝機量在全球第三方動力電池企業中排名第五,內地排名第二。 中創新航產品組合豐富,具備高電壓三元電池、「彈匣」電池及「One-stop」等,其中「One-stop」產品具有新開發的極簡結構,在能量密度、安全性以及經濟性方面具有領先優勢,是行業首創產品。卓越產品該有利公司長期發展構築堅固的護城河。 憑藉強大創新能力與雄厚的技術實力,中創新航與長安、廣汽、吉利、東風等企業展開深度合作,目前配套車企28家、車型70多款,包括廣汽埃安、長安新能源、小鵬、吉利、上汽通用五菱、一汽紅旗、東風、神龍、奇瑞、廣豐、廣本、零跑、合創、Smart等傳統車企及造車新勢力,行業地位得到進一步鞏固。 中長期來看,隨著國家《2030年前碳達峰行動方案》及《關於加快推動新型儲能發展的指導意見》的發佈,中國的新能源車市場仍存在巨大的增長空間。動力電池作為新能源汽車的重要部件,有著很高的發展前景。根據預計,全球動力電池裝機量在2026年將達到1386.7GWH,近1400WGH,中國動力電池裝機量預計將從2021年的154.5GWH增長到2026年的762GWH。 在此背景下,中創新航憑藉過硬的研發創新實力及出色的產品力,在港上市後有望不斷擴大技術及產品優勢,搶佔市場份額,保持業績高速增長,未來發展空間廣闊,值得長期持有。集團正在招股之中,預期於10月6日正式登陸港交所主板,投資者不妨多加關注。 (筆者為證監會持牌人)~
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