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港股异动 | 汽车经销商涨幅居前 6月汽车经销商库存水平位于警戒线以下 车企价格战边际缓解

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汽车经销商涨幅居前,截至发稿,中升控股(00881)涨6.43%,报12.48港元;广汇宝信(01293)涨6.25%,报0.17港元;美东汽车(01268)涨5.45%,报2.13港元;永达汽车(03669)涨2.47%,报1.66港元。

消息面上,中国汽车流通协会日前发布2024年6月份“汽车经销商库存”调查结果显示,6月份汽车经销商综合库存系数为1.40,环比下降2.8%,同比上升3.7%,库存水平位于警戒线以下。中国汽车流通协会指出,经销商悲观情绪蔓延,为保证资金链安全,严控库存水平,加上部分车企进入高温假,经销商去库效果显著,回归合理范围内。国盛证券指出,整车价格战边际缓解,新车涌现带动需求增长,全年乘用车销量预计同比增长4-7%。

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