11月4日,华晨中国(01114)盘中股价一度大涨7.38%,收于2.87港元。引发该股大涨的主要原因如下:
首先,10月份国内汽车行业整体销量呈现明显回暖势头。数据显示,传统车企比亚迪、吉利汽车、长城汽车等10月营销数据喜人,均创下单月销量新纪录。新造车力量小鹏、理想、蔚来等也纷纷公布当月交付再创新高。
机构认为,这一佳绩主要得益于国家推出的汽车以旧换新政策,以及地方政府出台的配套促销优惠措施。预计随着各地置换更新政策加码,第四季度汽车销量有望继续维持强劲增长态势。
其次,华晨中国作为国内传统汽车龙头股之一,当日亦获得资金青睐。消息显示,11月4日午间9:30,华晨中国曾出现大手买入84万股,涉资逾2.4亿港元,成交量及金额双双暴增,资金流向明显向好。从财报数据来看,公司上一财年实现营收5.68亿港元、净利16.14亿港元,毛利率亦保持在较高水平。此外,有多达75%的分析师给予该股"买入"评级,看好其未来发展前景。
另有消息透露,该股于当日正式对管理层进行调整,原执行董事及首席执行官张悦已获委任为董事会主席一职,或成为市场另一利好因素。
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