港股異動 | 汽車零部件股普升 機構稱產業鏈去庫存基本結束 需求端將會出現明顯的復甦
格隆匯6月5日丨汽車零部件股普升,敏實集團升3%,德昌電機、五菱汽車、英恒科技、福耀玻璃、耐世特、步陽國際均升逾2%。財信證券發研報表示,從2022年12月開始,新能源電池產業鏈開始主動去庫存,疊加2023年開始國補完全退出導致新能車需求增速顯著放緩,產業鏈各環節在一季度均出現了不同程度的開工率快速下跌的情況。根據近期的調研情況來看,產業鏈部分企業已於4月份開始進行了較為輕微的加庫存行為,該行認為產業鏈此輪的去庫存週期基本已經結束。隨着燃油車大幅降價促銷等短期因素的影響逐漸消退,再加上電池技術的推陳出新和成本下降,該行認為二季度需求端將會出現明顯的復甦,產業鏈也將由去庫存逐步轉向加庫存週期。

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