You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行》里昂:訂單疲弱促使內地車企再減價 首選比亞迪(01211.HK)
里昂研究報告指,5月19日至25日一星期,12大電動車製造商的訂單按周跌7%。大衆市場方面,比亞迪(01211.HK)期內接獲7萬輛訂單,而減價亦有正面反應。吉利(00175.HK)訂單量爲2.1萬輛,低於前一星期的2.33萬輛。零跑汽車(09863.HK)訂單量則由9,700輛跌至8,700萬輛;渠道消息指,零跑汽車C11及C16車型正提供3,000元人民幣折扣,以迴應比亞迪減價。 中高端市場方面,小米(01810.HK)訂單量由上週5萬回落至4.5萬,因日前的負面媒體報道影響購買者意欲;市場料YU7開價22萬元人民幣。至於理想汽車(02015.HK)訂單量具韌性達1萬輛。小鵬汽車(09868.HK)訂單量則由7,100輛跌至6,800輛。 該行認爲價格壓力將於短期內持續,並對行業利潤率構成壓力,而新技術及出口相信可成爲催化劑,改善銷售結構及利潤率。就股份而言,該行認爲比亞迪相對最具優勢,因其出口勢頭強勁,予港股目標價483港元,又認爲吉利的產品週期可提供一定支持,予目標價23港元,均予「跑贏大市」評級。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account