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Brilliance China Automotive Holdings Limited 2019-09-11T15:16 財經茄呢啡 內地地方政府料於明年起實施放松或取消限牌政策,預估由2020年開始內地汽車業可迎來替換周期,或會利好汽車需求,將明年內地乘用車銷量預估由按年下降3%,上修至按年增加1至2%,並料中日合資及奢侈品牌汽車可受惠升級需求。此外,由於行業估值已處低谷,故調高對中資汽車行業評級由「與大市同步」升至「吸引」;升東風目標價至10元,東風昨收報7.44元。大摩亦對華晨及北汽予「賣入」評級,因兩者旗下具奢侈品牌。
Brilliance China Automotive Holdings Limited 2019-09-11T15:16 財經茄呢啡 汽車股普漲。吉利汽車8月汽車銷售環比升11%,漲5.2%或0.66港元,收報13.42港元。吉利汽車發布,8月總銷量(包含集團擁有50%權益之合資公司所銷售領克品牌汽車的銷量)為10.12萬部,環比升11%,同比跌19%。正通汽車漲5.6%或0.14港元,收報2.62港元;北京汽車漲3.7%或0.17港元,收報4.8港元;華晨中國升3.4%或0.29港元,收報8.83港元。
Brilliance China Automotive Holdings Limited 2019-09-11T15:16 財經茄呢啡 2018年,華晨寶馬汽車產量達490,151輛,企業平均燃料消耗量為5.84升/百公里,同比2017年回軟5.3%,達標率繼續位居全國合資車企第一。得到這一成績,不僅得益於高效動力技術的應用,也受益於其新能源汽車產量的顯著增加。2018年,華晨寶馬新能源汽車銷量較2017年增加9倍,銷量達21,438輛。
Brilliance China Automotive Holdings Limited 2019-09-11T15:16 財經茄呢啡 一場名為「德式駕控 縱擎來襲」的新車公布會在蘇州華迪汽車銷售服務有限公司震撼啟動,華晨中華V7-1.8T在江蘇省正式上市。搭載獨有寶馬核心技術的1.8T發動機,匹配寶馬同款格特拉克7速濕式雙離合變速箱。
Brilliance China Automotive Holdings Limited 2019-09-04T15:22 財經茄呢啡 無論是中國汽車「一哥」上汽集團、自主品牌龍頭吉利汽車,還是坐擁高盈利豪華品牌的華晨,抑或是三線品牌生存空間遭到擠壓的力帆、眾泰,盈利能力都在減弱。
Brilliance China Automotive Holdings Limited 2019-09-04T15:22 財經茄呢啡 汽車股全線下跌,廣汽 被里昂降低評級至「沽售」,並降低目標價,廣汽曾跌5%。其他汽車股亦偏軟,華晨 、東風 、吉利 、長汽 跌至2%至3%。
Brilliance China Automotive Holdings Limited 2019-09-04T15:22 財經茄呢啡 自主品牌龍頭吉利汽車,還是坐擁高盈利豪華品牌的華晨,抑或是三線品牌生存空間遭到擠壓的力帆、眾泰,盈利能力都在減弱。
Brilliance China Automotive Holdings Limited 2019-09-04T15:22 財經茄呢啡 內地汽車市場下半年料繼續牛皮,汽車股偏軟,廣汽集團被里昂降低評級至「沽售」,股價下降3.22%,報7.22港元;華晨中國跌2.36%,報8.29港元;東風集團股權跌4.29%,報6.91港元;比亞迪股權跌1.52%,報39港元。
Brilliance China Automotive Holdings Limited 2019-09-04T15:22 財經茄呢啡 另一個受壓的板塊系汽車股,廣汽集團、東風集團、吉利汽車、華晨中國跌2至4%。針對汽車股,內地經濟景氣明顯轉差,消費者放慢換車步伐,系自然不過的現象,再加上汽車業加大對外開放力度,來自海外同業的競爭與日俱增,都令內地汽車業處於水深火熱的狀態。行業數據顯示,7月份內地汽車銷量已連續13個月下降,就連新能源汽車銷量亦出現近兩年首次下降。
Brilliance China Automotive Holdings Limited 2019-08-28T15:10 財經茄呢啡 華晨中華借助中德深化戰略合作的強大背景,聯合寶馬集團、及全球知名汽車零部件生產商麥格納,共同打造的M8X模快化平台,堪稱華晨中華與德國寶馬十五年合作精髓的集大成之作。
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