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    格力地产股票:商务部称汽车有很大增长空间 关注这些龙头

    发布时间:2019-02-13 09:23

      ??在商务部12日召开的新闻发布会上,市场运行司副司长王斌表示,格力地产股票将加快实施消费升级行动计划2019年重点工作,推动消费市场平稳增长。去年底,全国商务工作会议已经对这项工作进行了研究部署,今年4月份,还将召开全国性专题会议推进落实。

      ??王斌指出,按可比口径,我国汽车千人保有量2018年是170辆。发达国家,比如美国能够达到将800辆左右,像欧、日等等发达国家在500到600辆。“并不是说大家不愿意买汽车,这是阶段性的,我们还有很大的增长空间。”

      ??另外,近期,十部委联合印发了《进一步优化供给推动消费平稳增长促进形成强大国内市场的实施方案(2019年)》,提出六个方面24项具体措施,具体包括推进老旧汽车的更新、报废更新方面,支持有条件的地方对报废国Ⅲ及以下排放标准的汽车以旧换新,并给予适当补助,以及进一步落实全面取消二手车限迁政策,鼓励限购城市优化机动车辆限购管理措施,有条件的可采取适度盘活历年废弃的购车指标等办法。

      ??银河证券指出,去年以来乘用车行业需求持续下行,整车厂盈利能力减弱,优质品牌销量将保持增长,业绩保持稳健上行;商用卡车市场,重卡行业高基数压制四季度增长。客车板块在面临补贴门槛提升、补贴金额退坡背景下,预计行业整合将加速,龙头公司有望提升市占率;零部件板块受整车厂四季度促销影响或有价格压力。

      ??个股方面,银河证券认为,仅仅对题材和热点的关注是无效的,而应该是针对符合产业趋势,具有长期竞争力龙头公司是重点挖掘的个股。无论是产业链上中下游,未来都是围绕着品牌、企业管理与资源等多方面的竞争力的研究。从行业趋势来看,格力地产股票客车行业的寡头竞争趋势正在快速形成,乘用车看好上汽集团、比亚迪。格力地产股票

    格力地产股票

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