11月4日盘中, 华晨中国汽车(01114)股价出现大涨,一度飙升7.38%,盘中最高触及2.86港元,引发外界广泛关注。据了解,华晨中国股价大涨主要源于汽车行业整体回暖,多家车企销量数据亮眼,被机构看好。
消息面显示,10月多家车企营销数据喜人, 比亚迪、小鹏汽车等更是创下了新的纪录。比亚迪10月份新能源汽车销量突破50万辆,为行业之最;小鹏汽车10月共交付2.39万辆,创下该公司单月交付量新纪录。数据显示, 今年前10月,比亚迪新能源车累计销量已达325.05万辆,今年销量目标已完成90%。
这一佳绩主要得益于国家推出的汽车以旧换新政策、各地出台的置换更新优惠措施,助力行业消费大幅回暖。此外,进入传统汽车消费旺季,也为行业销量注入了新动力。机构预计,第四季度汽车消费将继续维持强劲态势。
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