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黃萬里先生 (Man Wong)
高級交易員

現於輝立証券任職交易員,擅長由上而下,縱觀經濟大勢,再結合技術及基礎分析,研究版塊及個股走勢。 本人認為,要於動盪的市況,持續取得優秀的成績,除了取決於投資策略及工具是否運用得宜,投資者的個人心理質素,是更為關鍵的因素。 歡迎各位來電或WhatsApp,交流港股、期貨、期權及其他衍生工具的投資心得。
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吉利汽車控股有限公司 (175)

Friday, October 11, 2019 Views509

消息
吉利汽車(175)公佈擬與VOLVE沃爾沃汽車,合併現有的發動機業務,合作研發混合動力發動機系統,兩者的發動機部門分別有3000及5000人,合併後,部門人員將近萬人。

優勢
據吉利的業務發展規劃,到2020年,公司將有近九成的汽車為混合動力及純電動汽車,VOLVE現在發動機每年產能約60萬台,兩者合併後,產能將達200萬台。業務整合後,雙方在研發、生產、採購及銷售的環節,都會產生協同效應,規勢優勢更為明顯。
此次部門合併,雙方研發會更為專門化。VOLVE將專注研發純電動發動機,而新的合併部門,將專注在混合動力系統的研發,為吉利、寶騰及路特斯等提供混合動力系統。

評論
此次合併,可提升吉利汽車的競爭力,在汽車行業復蘇保持領先地位。

交易策略
吉利汽車近半年走勢呈頭肩底的型態,頸線阻力位在14.00附近,如升穿14.20,可以追入,上望16.00。

買入價:14.20
目標價:16.00
止蝕位:13.00

本人為證監會持牌人士。截至本評論文章發表日止,本人及或其有聯繫者並無持有全部提及之證券的所有相關財務權益。



 

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