政策红利助汽车行业逐步复苏 逾3亿大单逆市布局8只龙头股

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7月9日,沪深股指回落,盘中指数跌破半年线。值得一提的是,汽车行业集体上涨,整体上涨1.47%。 89种成分股的股价已经上涨,占市场的近70%。

个股方面,Yuda和江铃汽车两大汽车股周二收涨,金龙汽车(7.72%),经纬(6.58%),华达科技(6.45%)和长城汽车(香港股票02333) (5.44%)。 ),金麒麟(5.16%)和新泉股份(5.01%)等股票也位居前列,表现强劲。

在资金流向方面,《证券日报》根据同一冲洗的统计数据,记者发现,该行业共有59只汽车股票周二显示大单资金净流入,总计4亿元人民币。其中,比亚迪(10043万元),裕达股份(497.568万元),华宇汽车(48091万元),长城汽车(44082万元),广汽集团(港股02238)(18370.8万元),金龙汽车(江铃汽车(130011万元)和宇通客车(12789.9万元)等八大汽车龙头股票同日受到1000多万元大额资金的追捧。资金净流入总额是3.03亿元。

事实上,最近支持汽车行业发展的政策红利是经常发生的。 7月9日,根据工业和信息化部的数据,工业和信息化部修订了《乘用车企业平均燃料消耗量与新能源汽车积分并行管理办法》,现在向公众开放以征求意见。这些措施的修订包括:修改传统能源乘用车的适用范围;更新2021 - 2023年新能源汽车比例要求,修改新能源汽车积分计算方法;改善传统能源乘用车的燃油消耗。整体灵活性措施;更新小规模企业会计福利。

At the same time, recently, the Beijing Low Carbon Clean Energy Research Institute has developed a fast, safe and reliable hydrogen energy filling technology that can replenish hydrogen fuel for fuel cell vehicles like “refueling”. In the future, China's hydrogen fuel cell vehicles will accelerate development. The upcoming Beijing Winter Olympics, hydrogen fuel cell vehicles will be fully applied.

On June 6, the National Development and Reform Commission, the Ministry of Ecology and Environment, and the Ministry of Commerce issued《推动重点消费品更新升级 畅通资源循环利用实施方案(2019年-2020年)》hereinafter referred to as the “program”.《方案》It is proposed to resolutely break the obstacles to the consumption of passenger cars. It is strictly forbidden to introduce new restrictions on automobile purchases in various places, and local governments that have implemented automobile purchase restrictions have turned to guide use. New energy vehicles may not be restricted or restricted, and those that have already been implemented shall be cancelled. Encourage local support for car-free home purchases of the first home new energy vehicle. Actively promote the upgrading of rural vehicle consumption.

In addition, a few days ago, the traffic control bureau of the Ministry of Public Security released the latest data of motor vehicles and drivers in the first half of the year. As of June 2019, the number of motor vehicles in the country reached 340 million, including 250 million vehicles. The number of new energy vehicles in the country reached 3.44 million vehicles accounted for 1.37% of the total number of vehicles, an increase of 830,000 vehicles compared with the end of 2018, an increase of 31.87%.

In this regard, Guoyuan Securities said that the overall sales volume of the auto industry in the first half of the year was severe, and it is expected to resume after the third quarter of 2019. After one and a half years of industry destocking and de-capacity, the opportunities of leading companies are even more evident. The bottom of the industry is gradually proven, investment opportunities are approaching, combined with the low inventory of the industry and the sales season of the “Golden September and Silver 10” in the third quarter, optimistic about the improvement of the performance of the whole vehicle leader, recommend SAIC and BYD; the elasticity of parts and components is Baolong Technology, Sanhuazhi Control, precision forging technology.

xx在选择个股方面,过去30天共有25只汽车股获得了乐观评级,如“买入”或“超重”,包括比亚迪(13),上汽(10)和长城汽车(7)。宇通客车(7),广汽集团(7),中国汽车研究(4),潍柴动力(香港股票02338)(4),宝龙科技(3),华宇汽车(3)及精锻技术(3)其他10只潜在股票看好近三家以上评级公司的数量,市场的反弹潜力值得期待。

本文来自“证券日报”

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