大行評級|大摩:未來15日內永達汽車股價將有60%至70%的機會上升
大摩發表技術研究報吿,認為未來15日內永達汽車股價將有60%至70%的機會上升,因內地宣佈汽車以舊換新補貼細則,認為這對整個行業的需求來而言是一個好的兆頭,維持永達汽車“增持”評級,目標價2.8港元不變。
大摩提到,雖然一、二線城市的豪華車經銷商從新補貼中受惠較少,但仍認為這對永達汽車仍然是一個利好因素,因為內地對報廢國三及以下排放標準燃油乘用車併購買2.0升及以下排量燃油乘用車給予7,000元的補貼金額仍然是高於市場預期,同時經銷商可以藉助政府補貼來降低零售折扣。
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