大和对内地汽车销售看法审慎看好吉利(0175.HK)、广汽(2238.HK)
大和资本发表研究报告指,对7至8月的内地汽车销售表现维持审慎态度,对行业的“中性”评级不变。但该行看好本土品牌吉利汽车(0175.HK)及广汽集团(2238.HK),予两者“买入”的投资评级,维持吉利目标价16港元不变,广汽H股目标价9.9港元。
大和指,7月首两周内地每日平均乘用车销量按年跌12%;加上,鉴于中美贸易谈判消息,内地或推迟刺激政策,以及料市场需促销国五排放标准汽车等因素,对7、8月整体汽车销售看法审慎。
但该行表示,看好本土品牌吉利汽车,相信吉利按照“国六”排放标准的汽车已部署好,迎接市场复苏,对公司长期前景持正面态度。另外,该行亦看好广汽,认为其估值具有吸引力。
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