论文部分内容阅读
本周四(6月17日)沪深港三地汽车股集体跳水。汽车股的狂泻,显然是机构投资者的抛售所致,这与近期一系列有关汽车行业尤其是轿车领域的负面消息不无关系。自5月17日上海通用全线调整别克系列产品价格后,近期又有两家汽车厂商宣布将旗下产品价格全线下调。这必将打破中国车市现有的价格体系,新的价格体系将在动荡中继续向低价位盘整。伴随着明年关税的下调,国内轿车生产企业将面临最严峻的市场考验。因此现阶段建议投资者回避汽车板块,尤其是以生产轿车为主的品种。
This Thursday (June 17) automobile shares in Shanghai, Shenzhen and Hong Kong collective diving. The slump in auto stocks is clearly caused by the sell-off by institutional investors, which is not unrelated to the recent series of negative news concerning the auto industry, especially the car sector. Since May 17 Shanghai GM has adjusted the Buick family of products across the board, two more auto makers announced a price cut across the board. This will certainly break the existing price system in China’s auto market, and the new pricing system will continue its consolidation to the low price during the turmoil. With the tariff reduction next year, the domestic car manufacturers will face the most severe market test. Therefore, investors are advised at this stage to avoid the car plate, especially in the production of cars based varieties.