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潘文傑先生 (Tommy Poon)
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現任職輝立經理。本人樂意為客戶提供投資分析及買賣策略。歡迎各位來電交流心得。
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廣州汽車集團股份有限公司 - H股 (2238)

Tuesday, June 28, 2022 Views2245

廣汽集團 (2238.HK)

 

中國政府最近表示加大對汽車消費的政策支持, 預期增加汽車及相關消費約2000億元人民幣。另外也推出減徵部分乘用車購置稅等政策, 刺激汽車股表現。

 

公司最新銷售數據表現不俗, 5月汽車銷量為18.3萬輛,按月增長47.3%,按年增長3.54%;其中售出22411輛新能源汽車,按年增長118%。今年累計銷量達91.55萬輛車,包括86596輛新能源車,按年分別增長6.4%及107%。

 

展望未來, 在全球晶片和汽車零部件供應緊張的環境下, 公司董事長曾慶洪表示將加強電動車零部件領域的布局,包括加大智能網聯新能源核心零部件的產業投資併購力度, 在產業園全力推進建設合資公司廣汽中車絕緣柵雙極電晶體(IGBT)工廠,確保關鍵零部件供應穩定。同時也與多家包括荷蘭恩智浦及德國英飛凌等國際半導體公司進行戰略合作, 支持產業投資和技術創新, 並以2035年前打造萬億元人民幣產業規模的廣汽集團。

 

股價走勢方面, 日線圖中看到目前股價已突破3月至5月的橫行區間, 並企穩於各條主要平均線, 走勢穩定向上。建議買入價 $7.5, 目標價$8.2, 止蝕價$7

 

 

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