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《大行報告》瑞信料吉利(00175.HK)第四季銷量同比轉正數 重申「跑贏大市」評級
阿思達克 09-09 14:59

瑞信報告指吉利(00175.HK)8月份的批發量按年下跌19%至10.12萬輛,大致符合市場預期。由於8月份首三周的銷量已錄27%跌幅,因此不認為市場會對此表現感到驚訝。該行認為,銷量疲弱主要是受到吉利的舊產品拖累,在8月份錄得35%下跌,雖然舊產品具有價格相宜的吸引力,但卻被對手以進取的價格優惠推出新產品所抵銷。

至於吉利的新產品在過去六個月的表現穩定在每月20,000輛的水平。展望未來,該行預期公司的銷量將會在第四季轉為正增長,因為會受到強勁的新產品計劃推動,將在2019至2022年間每年有超過6個新型號推出。重申其「跑贏大市」投資評級,目標價維持在14元。

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