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郭思治:大市表現頗不利9月上旬之發展
阿思達克 09-04 09:29
香港股票分析師協會副主席郭思治稱,大市已開始步入9月份之初旬,不妨先回顧月來大市之表現,恆指自7月31日高位20,361點開始之小跌浪,暫該已止步於8月22日之低位17,573點,即是說,期間恆指共回調2,788點,由於跌幅已不算小,加上跌勢亦頗偏促,故在內地下調股票印花稅刺激下,大市卒作較明顯之反彈,而自8月22日低位17,573點開始之反彈,至8月30日高位18,742點止計,恆指共反彈1,169點,相對2,788點之跌幅作比較,即大市已反彈跌幅之41.9%,論幅度似已不算小,故大市在動力不配下漸轉拉鋸乃正常現象,從技術上看,目前較關鍵的是恆指能否持續穩守在10天線(約在18,086點左近)之上。 股市持續處反覆續尋底之中,惟在政策扶持下,一眾新能源汽車股卻一直跑贏大市,雖近期受大市不斷往下尋底所累而出現反覆,但相對大市而言,一眾新能源汽車股之表現已不算太差,由於電動車逐漸取代汽油車是不可逆轉之大方向,故未來相關產業鏈及配套將會明顯受惠,如電動車的充電樁,在龐大之市場需求下,相關業務於未來之發展空間極大。 香港政府已定出於2035年後將會暫停汽油車之首次登記,即其時只有電動車才獲發牌落地,以香港目前約有60萬架私家車計,而其中電動車僅得6萬架,即電動車之佔比約為10%,故未來將有達54萬架汽油車將需逐步轉為電動車,從而令電動車之佔比將逐步上升,值得留意的是,目前本港電動車之公眾電樁只有6,000多枝,即目前每10架電動車需共用1枝公眾電樁,考慮到本港電動車於未來10年之數量將大幅上升,故電樁之需求定必會爆炸性上升。 基石科技(08391.HK)主要業務是香港電動車充電服務的一站式方案解決供應商,業務範圍包括電動車充電系統的上下游業務,當中包括充電樁設計,開發及硬件生產等,同時亦兼備質量保證、軟件開發及充電系統的安裝及營運等,為滿足客戶需求,集團亦提供24小時全天候的售後服務,現時市場上並沒有同一規模之對手,即是說,集團未來在本港充電樁之發展將有絕對優勢。 基石科技除在本港持續發展充電樁外,同時亦不斷開拓東南亞市場,目前集團已開拓六個海外市場,包括澳洲,柬埔寨,印尼,馬來西亞及泰國,合共29個直流電充電器及157個交流電充電器,由於該等市場電動車之滲透率仍頗偏低,加上全部屬於右(車太)或是英式標準,故相關市場在電動車及充電樁方面之需求極大,為集團於未來帶來極龐大之商機。 集團目前於本港共有12,632個專營充電車位,包括34個屋苑的專營充電車位停車場,由於港府35億元的資助未必能滿足市場之所需,故電動車車主如未能成功申請政府的資助,可參加由集團提供的Cornerstone home月費服務計劃,從而體會到私人充電的好處,自計劃推廣以來,已有超過500個月費訂戶,目前正以每個月有超過50個的速度增長中,估計未來之增長將越來越明顯。 集團在電動車充電樁之發展前景頗樂觀,投資者不妨多加關注。 (筆者為證監會持牌人)~
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