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港股异动|6月车市回暖汽车股普涨华晨中国大涨近7%领涨

格隆汇 07-16 11:30
格隆汇7月16日丨汽车股板块现普涨行情，华晨中国大涨近7%领涨，美东汽车升4.63%，广汽集团、永达汽车涨超3%。北京汽车、润东汽车、东风集团纷纷走强。

国乘联会6月乘用车零售销量176.6万辆，同比增长4.9%，是连续12个月以来行业零售销量首次转正。同时，6月乘用车销量环比增长达11.6%，更是创下本世纪以来6月环比增长最大的纪录。
万联证券研报指出，上半年经销商和厂商大力去库存卓有成效，下半年补库需求增加，行业复苏值得期待，预计行业批发销量3Q19收窄，4Q19有望转正。此外，行业景气度持续低迷，政策有持续加码的可能，若有强刺激政策出台，行业复苏时间更早、力度更大。
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