导读:传统农历新年第一个完整交易周(2.11-2.15)已结束,汽车K线今年将继续为您整理40家主要汽车上市公司一周股价走势,敬请关注。
新的一年,新的篇章。本周,40家主要上市车企中,35家车企股价呈现上浮,占统计总数的87.5%;另有5家车企股价有所滑落;股价总体平均涨幅为4.73%,跑赢上证指数和恒生指数,略逊于深证成指。
本周,中通客车、中升控股和广汇汽车分别以14.15%、12.01%和8.76%的涨幅位列涨幅榜前三。
2月11日,国内第三大客车生产企业中通客车高开高走,强势封涨停板,报收5.70元/股,涨幅达到10.04%,并在接下来的三个交易日继续保持涨势,在本周最后一个交易日降3.01%,终报收6.13元/股。
在资金流向方面,中通客车5日净流入-3423.31万元,3日净流入-4264.85万元。
虽然目前来看,中通客车股价走势较为乐观,但其2018年销量业绩表现实则没那么好看,因此仍需客观对待。
根据公开数据,2018年中通客车产销量为12891辆和13159辆,同比分别下滑41.23%和38.62%;中通客车预计2018年归属母公司的净利润为2500万-3750万元,同比下滑86.93%-80.39%。
2月1日晚间,中通客车公布1月份产销数据显示,其1月产销量为992辆和1027辆,同比分别增长40.71%和90.54%,这或许是其2月11日高位开盘的原因之一。
不过,新能源补贴政策的逐步退坡乃至退出,势必对国内客车行业市场活力和企业经营业绩产生较大影响,但这也是促进客车市场向成熟发展的必要举措。痛定思痛,唯有自强。
本周,汽车经销商中升控股排在涨幅榜第二位,实现三个交易日连涨,最终报收16.42港元/股。
在资金流向方面,中升控股5日净流入2053.36万元,3日净流入2160.79万元。
中升控股主要经营豪华和中高档汽车品牌。据全国乘用车市场信息联席会秘书长崔东树称,2018年中国乘用车市场零售增长速度仅有-6%,而豪华车市场同比增长速度达到8%的一个高增长,形成了豪华车一枝独秀的增长特征。
进入2019年,中高端豪华品牌陆续公布1月销量,例如凯迪拉克1月销量同比增长3.1%、雷克萨斯同比增长5.3%、沃尔沃同比增长3.6%等,均对中升控股形成利好。
本周位列涨幅榜第三位的是国内汽车经销商龙头广汇汽车,同样实现了三个交易日连涨,终报收4.72元/股。在资金流向方面,广汇汽车5日净流入2340.81万元,3日净流入650.82万元。
涨幅榜TOP3
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本周,中国重汽(H股)、华域汽车和福耀玻璃(H股)分别以6.02%、4.75%和3.16%的跌幅位列跌幅榜前三。
据第一商用车网统计数据,今年1月,国内重卡市场销量约为9.6万辆,同比下滑12%;其中,中国重汽1月销售1.4万辆,同比下滑25%,市场份额为14.6%,远不及行业第一名一汽解放。
在资金流向方面,中国重汽(H股)5日净流入-3762.76万元,3日净流入-1876.60万元。
截至2月15日,中国重汽(H股)下跌1.19%,报收15港元/股。
近日,中国重汽集团党委书记、董事长谭旭光开始对公司内部核心利益群体进行整顿。据悉,中国重汽本次公开竞聘和调整将涉及279人次,打破论资排辈的旧有制度,通过公开竞争选拔中层干部;其规模之大、透明度之高,尚属该集团首次。
“不管是潍柴还是中国重汽,问题不在于我们要不要改革,而是时代的快速发展倒逼我们必须要改革。要么主动改革,要么将来被改革。”入主中国重汽集团5个月的谭旭光慷慨陈词,“我这个人不怕死,我将骨灰盒放在潍坊不如放在济南的英雄山上,这样更出名。我既然来到重汽就做好了各种准备。”
由此观之,中国重汽不是没有翻盘的可能。
本周,汽电零部件制造企业华域汽车在开盘三连涨后开始下跌,截至2月15日报收19.45元/股,下挫6.08%。
在资金流向方面,华域汽车5日净流入-2197.80万元,3日净流入-5420.32万元。
根据公开数据,1月上汽集团产销量分别为622,640辆和611,502辆,分别同比下滑14.47%和14.13%。这对上汽集团子公司华域汽车而言可不是什么好消息。
“专注于做好汽车工业配角”的福耀玻璃,截至2月15日报收27.60港元/股,降幅为4.17%。
在资金流向方面,福耀玻璃5日净流入3738.52万元,3日净流入2469.18万元。
2月1日,港交所最新权益披露资料显示,福耀玻璃(03606.HK)获Matthews International Capital Management, LLC场内增持100万股H股,每股均价约27.1861港元,总价约2718.61万港元。
跌幅榜TOP3
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# K线点评 #
本周,汽车股前4个交易日保持着增长态势,但最后1个交易日,汽车股也在伴随着大盘整体下跌;同时,根据上市车企陆续公布的1月产销快报,绝大部分上市公司销量不容乐观。尤其对于新能源而言,随着中美经贸谈判传出新能源补贴可能提前取消,新能源汽车企业或将因此受到重要影响。
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