吉利汽车(0175.HK)收涨7.61%放榜后获机构普遍看多
格隆汇8月22日丨昨日午间公布业绩的吉利汽车(0175.HK)在昨日微跌0.54%后,今日大涨7.61%,报11.88港元,成交额放大至15.33亿港元,最新总市值1083亿港元。

财报显示,上半年收益475.59亿元,同比减少11%,市场预估459.2亿元;公司股权持有人应占溢利40.09亿元,同比减少40%,市场预估40.4亿元。
吉利业绩公布后,获
机构普遍看多。
国泰君安(香港)认为,投资者应更为重视吉利产品结构改善带来的平均出厂价的提升,这确保了公司未来的利润率空间。下半年将关注利润率多于销量,因国六切换完毕、优惠幅度回落,产品结构进一步优化,新能源和电气化车型占比增加,预计下半年利润率将恢复。
天风证券认为汽车行业去库结束,迎接加库周期,“金九银十”或迎拐点,吉利有望实现量价双升。
中信证券称公司长期格局清晰,当前行业处于预期低点,悲观预期已较为充分,维持“买入”评级。
野村认为吉利的不利因素已于股价中反映,给予吉利买入评级,目标价15.9港元。美银美林也给予其买入评级,目标价14港元。
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