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汽車股個別發展 蔚來回升逾4% 華晨吐逾半成
恆指於今日期結日(30日)扭三連升顯着回吐,最低見22,334,現報22,348,回吐340點或1.5%,總成交額993億元。 上海延續實施新能源車置換補貼及免徵車輛購置稅,浙江省鼓勵各地結合實際發放新源汽車消費券。然而,內地車企上月出口按月降1.9%至32.4萬輛,其中新能源車出口按月降14.2%至8.2萬輛。 車股今天個別發展。蔚來-SW(09866.HK)表現最好,股價高見100.5元(暫受制百天線101.97元),創逾一個半月高,現報97.65元,回升4.4%,成交增至121萬股。零跑(09863.HK)重越20天線(28.1元),最高見30元,現報28.65元,回升2.7%;小鵬-W(09868.HK)曾越百天線(40.99元),最高見42.7元,現報40.85元,續升近1.4%。然而,藍籌比亞迪(01211.HK)高見250.6元創約五個月高位遇阻,掉頭曾低見242元,現報243.6元,倒跌1%;理想汽車-W(02015.HK)高見101.6元創約四個月高遇阻,掉頭曾低見96.45元,現報96.95元,倒跌0.5%。 傳統車股除五菱汽車(00305.HK)升1%,曾高見1元外,全部反覆受壓,尤其是華晨(01114.HK)結束兩連升,股價考驗10天(4.6元),最低見4.56元,現報4.6元,回吐5.7%;長汽(02333.HK)也反覆回吐2.4%,報11.42元。 中汽協統計數據顯示,內地汽車企業去年12月出口32.4萬輛,按月降1.9%,按年則升45.4%。期內,新能源汽車出口按月降14.2%至8.2萬輛,按年升3.6倍。累計2022年全年車企出口按年升54.4%至311.1萬輛;其中新能源車出口按年升1.2倍至67.9萬輛。
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