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憂價格戰加劇車股普遍偏軟 比亞迪(01211.HK)續跌4%
市場憂慮促銷行動或會引起內地車廠的減價戰,競爭加劇,變相或影響車企利潤,內地主要車股今早(27日)普遍偏軟。比亞迪(01211.HK)繼上日(26日)急跌近9%後,今早低開1.7%,早段跌幅擴大,近中午收市最新報407.4元,續跌4.2%,成交40.14億元。 其餘主要車股普遍偏軟,廣汽(02238.HK)及長汽(02333.HK)跌1.8%至2%;吉利(00175.HK)、華晨(01114.HK)及東風(00489.HK)跌2.8%至3.2%。 造車新勢力股份弱勢,小鵬-W(09868.HK)、理想-W(02015.HK)、蔚來-SW(09866.HK)跌1.9%至3.8%;另零跑(09863.HK)續跌2.6%。小米-W(01810.HK)亦跌1.1%。 內媒日前報道,比亞迪近日推出重磅限時促銷活動,包括王朝網及海洋網兩大系列共22款智駕版車型參與,最高優惠可達5.3萬元人民幣。 大摩稱,比亞迪日前公布大眾車型的折扣,撇除國家補貼的總折扣達1.2萬元至4萬元人民幣,將由集團及分銷商承擔。該行指,一部分折扣已於4月落實,而是次官方正式公布,反映市場情況嚴峻;料集團仍有約三個月以上的庫存。報告又提到,價格競爭加劇可能令內地投資者對車股更趨悲觀。
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