比亞迪、零跑、蔚來及小鵬回升3%至5% 東風急漲15% 惟理想續跌3%
比亞迪(01211.HK)董事長王傳福於北京舉行的汽車百人會論壇表示,新能源汽車正處於「喜憂參半」的發展局面,估計新能源汽車滲透率在三個月內或可以達到50%,並主導市場。然而,留意到內地電動車市場競爭日趨激烈,並已進入慘烈淘汰賽階段。
另國統局剛公布,內地今年首兩個月零售總額按年升5.5%,略遜市場預期升5.6%;單計2月零售總額按月微升0.03%。A股汽車及新能源車板塊今早(18日)升1.2%至1.4%跑贏大市。
本港電動車股今早個別發展。藍籌比亞迪繼上周五(15日)回吐守穩百天線後,今早高見218.6元,現報216.6元,回升3%,暫為表現最佳藍籌。小鵬-W(09868.HK)及蔚來-SW(09866.HK)各扭轉三連跌,股價均重越10天線,現報39.8元及45.65元,回升5.3%及3.4%。零跑汽車(09863.HK)扭轉兩連跌,現報即市高位27元,回升3.6%。
相反,藍籌理想-W(02015.HK)連跌第三天,最低見141.6元,現報142.7元,續跌3.1%。五菱汽車(00305.HK)反覆回吐1.2%報0.415元。
然而,據報國務院國資委正包括東風(00489.HK)在內三家中央汽車企業的新考核辦法進行討論,市場佔有率、利潤結構、科技創新及安全生產等數項新指標將有可能會被納入新考核體系中,預計政策快將公布。傳統車股今早全面上揚兼跑贏,尤其是東風三連升,今早股價一舉突破五條移動平均線(250天線為3.45元),最高見3.7元,現報3.67元,急漲15.4%,成交近1.77億元。
華晨(01114.HK)、長汽(02333.HK)、慶鈴(01122.HK)、吉利(00175.HK)、廣汽(02238.HK)及北汽(01958.HK)升逾1%至3%,當中以北汽表現最突出,股價高見2.82元,創逾兩年高,現報2.73元,續升3%。
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