郭家耀:觀望關稅企業業績港股料反覆 比亞迪(01211.HK)快充技術掃除BEV普及關鍵障礙
港灣家族辦公室業務發展總監郭家耀稱,美股週二(25日)反覆向好,債息回落有利大市氣氛,三大指數均錄得溫和升幅收市。美元反覆偏軟,美國十年期債息回落至4.31釐水平,金價及油價溫和向好。港股預託證券普遍上升,預料大市早段跟隨高開。
內地股市昨日變動不大,滬綜指反覆低收,收市下跌不足1點,滬深兩市成交額進一步縮減。
港股顯着回落,大市受集資消息影響,全日表現持續向下,以接近低位收市,整體成交略爲增加。外圍走勢靠穩,有助穩定大市表現,市場繼續觀望關稅措施消息及企業業績表現,預料指數繼續於23,200至24,000點水平徘徊。
另比亞迪(01211.HK)日前發佈新充電系統「超級e平臺」及閃充電池,3萬轉電機和全新一代車規級碳化硅功率晶片,表示可實現「兆瓦閃充」。在「兆瓦閃充」技術下,乘用車全域可實現超大功率1000kW及10C的充電倍率,最高峯值充電速度可達1秒2公里,即5分鐘充電407公里。比亞迪宣佈將在中國各地建設4,000多座「兆瓦閃充站」,並同時發佈首批採用此技術的電動車款「漢L」和「唐L」,「漢L」預售價爲27萬至35萬元人民幣,「唐L」預售價爲28萬至36萬人民幣,預料4月份上市。按比亞迪最新發表的充電速度,其充電技術將大幅領先同行。由於充電時間與傳統燃油車加油的時間相當,擔心充電時間過長而對電動車卻步的車主,日後轉用電動車的機會大爲增加。比亞迪的快充技術,掃除純電動車普及的關鍵障礙,有利比亞迪在規模及核心技術優勢下持續頒先市場。
(筆者爲證監會持牌人仕,本人及相關人士沒持有上述股份)~
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