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Brilliance China Automotive Holdings Limited 2019-05-22T15:54 財經茄呢啡 如果６月底刺激政策仍未到位，板塊估值可能降至歷史低位。比亞迪仍然是首選股，保持華晨汽車、北京汽車等買進評級不變；保持長城汽車Ｈ股、吉利汽車中性評級不變；保持上汽集團、長安汽車、東風汽車出售評級不變。
Brilliance China Automotive Holdings Limited 2019-05-22T15:54 財經茄呢啡 該行重申比亞迪股權為行業首選股，對華晨中國、北京汽車、永達汽車、中升控股、正通汽車等評級定為「買進」；對吉利汽車則保持「中性」評級。
Brilliance China Automotive Holdings Limited 2019-05-15T15:22 財經茄呢啡 花旗保持對豪華車需求正面看法，預料今年銷售按年增加１５％，較總汽車銷售預料持平或跌１％為好。基於庫存風險較低及較強勁之基本面，該行把豪華車代理商中升之評級由「沽售」直接調高至「買進」，目標價升至２７．９５元。華晨、北京汽車及永達汽車之評級均保持「買進」，目標價分別升至１１．５元、７．２４元及１１．３元。正通汽車評級仍為「買進」，目標價５．１元不變。
Brilliance China Automotive Holdings Limited 2019-05-15T15:22 財經茄呢啡 內地為應付貿戰沖擊，去年開始放寬外資准入，車企面臨強烈競爭，由近期汽車企業數據已有所反映。例如吉利汽車首４個月銷量按年跌９％，僅完成全年目標的３１％，股價近月由高位反覆回軟。除非內地有實際支撐行業的措施出台，否則傳統車企如吉汽、長城汽車及華晨中國有可能進一步受壓。
Brilliance China Automotive Holdings Limited 2019-05-15T15:22 財經茄呢啡 汽車制造商全線下跌，吉利上月銷量跌１９％，曾插６％，最新挫５．４％；華晨跌２．４％；廣汽挫４．６％；東風跌２．３％；長汽挫４．５％；北汽挫４．８％。
Brilliance China Automotive Holdings Limited 2019-05-15T15:22 財經茄呢啡 但該行認為睇好豪華車板塊，相信市場對豪華車需求依然樂觀，預料今年年銷量同比增１５％，行業整體增幅預料僅持平至同比增１％。調高華晨中國、北京汽車及永達汽車目標價，並保持對三者「買進」評級。
Brilliance China Automotive Holdings Limited 2019-05-15T15:22 財經茄呢啡 資歷挺老的華晨並沒能跟上中國汽車工業發展的腳步。看看華晨的近況吧。２０１８年，雖說大環境都不景氣，但是依然由表現出色的車企，而華晨，則顯然屬於「受影響」最大的那批，就比如華晨中華，全年只出售了４７０６１台車。這個銷量，還不如一直不被消費者睇好的漢騰、力帆呢。再看看金杯，全年銷量８６６３台，平均下來每個月７２１台左右。
Brilliance China Automotive Holdings Limited 2019-05-08T15:27 財經茄呢啡 大摩稱內地汽車銷售較預料弱，把內地汽車業行業評級降至「與大市同步」。板塊全線下滑。吉利跌１．９％；廣汽遭大摩削級降價至９元，半日挫４．２％；東風亦被大摩降目標價至８元，半日挫３．５％；長汽跌３．５％；華晨挫３．４％；北汽挫３．６％。
Brilliance China Automotive Holdings Limited 2019-05-08T15:27 財經茄呢啡 大摩保持對華晨中國及北京汽車的「賣入」投資評級，主因仍睇好奢侈品牌的汽車企業；重申長汽「與大市同步」評級，並保持吉利汽車「賣出」評級。
Brilliance China Automotive Holdings Limited 2019-05-08T15:27 財經茄呢啡 ２０１８年,北京奔馳銷量增加１４．８％,而北汽股權有關的收入也同比增加１６％,毛利也進一步增加;華晨也是有關的情況,去年全年華晨寶馬售出４６．６萬輛寶馬汽車,同比增加２０．６％,盡管華晨整體營收下挫１７％,但華晨寶馬的盈利貢獻同比增加１９．２％至６２億元,仍然是華晨汽車最大的盈利來源。
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