比亚迪股价在漫长的复苏之路上面临阻力

比亚迪(HKEX: BYD)的股价在6月份遭受重创,要全面恢复价格还有很长的路要走。

BYD – Weekly Chart

比亚迪-周线图

比亚迪股价跌破了关键的170点,该点位在2022年至2024年期间提供了三次支撑测试。这将是首个关键上行目标位,130点是该股近期的障碍。

比亚迪6月份发布的季度业绩报告,打破了这家电动汽车制造商强劲表现的泡沫。此前,该公司一直在稳步前进,超越特斯拉,成为全球最大的汽车生产商。就在政府采取措施遏制这些手段之际,该行业的价格战导致利润下降了30%。

中国政府已经对所谓的“内化”采取了行动,即过度竞争压低了价格,损害了该行业的有机增长。这让比亚迪走上了一条新的道路,分析师说,该公司推迟发布2025年和2026年初的车型可能会增加短期销售压力。

由于竞争激烈,比亚迪已将2025年的汽车交付预期从550万辆调整至460万辆,但这可能很难实现,因为年底前还需要170万辆。一线希望来自该公司的海外销售,比亚迪预计2025年的销量将达到100万辆,超过此前的目标。

这并不能弥补该公司在核心市场的亏损,如果价格战结束,消费者对电动汽车行业的兴趣也可能会放缓。

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周一,原油价格下跌,原因是霍尔木兹海峡的航运活动出现小幅回升,缓解了市场对短期供应中断的担忧;这一因素的影响盖过了美国针对伊朗扩大经济制裁措施所带来的市场冲击。截至美东时间16:56,布伦特原油下跌2.5%,至每桶90.35美元;美国西德克萨斯中质原油(WTI)下跌2.4%,至每桶84.95美元。 布伦特原油价格

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