東風(00489.HK)低開後曾倒升16% 兩週累漲近五成 大摩指受惠內地「反內卷」及潛在國企重組
東風集團股份(00489.HK)今日(22日)小幅低開0.4%報4.7元,初段倒升最多16.3%高見5.49元,創今年2月中旬以來逾五個月高,最新報5.21元,升10.38%,成交1.34億股,涉資7.02億元。
該股今年7月7月收報3.53元,隨後連日上漲,以現價計約兩週累升約47.6%。
內媒報道,集團母企東風汽車集團有限公司今日召開領導班子(擴大)會,通報了中央組織部有關決定:周鋒任東風汽車集團有限公司副總經理、黨委常委。相關職務任命按有關法律規定辦理。
摩根士丹利日前表示,東風股價漲勢,料源於政策制訂者近期「反內卷」倡議,價格戰緩和或對傳統汽車代工商有利。集團近期推出的FREE+車款在推廣活動前錄逾3.5萬宗強勁預訂單,隨後錄快速確認。該行相信這進一步加強市場對Voyah銷售增加及潛在盈利貢獻的信心,特別是公司在去年已成功達至收支平衡。在基本面逐漸改善之外,大摩提及部分投資者反饋指東風或迎來潛在國企重組。
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