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大和:維持吉利(0175.HK)和廣汽(2238.HK)“買入”評級
格隆匯 09-26 12:55

大和發表研究報告指,隨着中國乘用車市場於9月1日至22日較弱的銷量,預期9月乘用車的銷量會維持下降的趨勢,但其下降幅度會有所收窄,料今年第四季將會重拾上升動力,因去年的基數較小,該行予吉利汽車(0175.HK)和廣汽集團(2238.HK)目標價分別為15港元和9.9港元,兩者均維持“買入”評級。

大和續指,預期吉利汽車於今年下半年會有較強復升,因料內地汽車業於未來數月將會逐漸改善,投資氣氛亦於今年下半年有所改善,料本地汽車品牌將有強勁回升,認為吉利汽車仍是汽車板塊中的龍頭企業。另外,大和預期廣汽集團的盈利能力將會由其日本品牌的產品所支撐。

大和表示,於9月1日至22日中國平均每日乘用車(PV)銷量按年跌16%,而運動型多用途車(SUV)銷量按年跌13%,轎車銷量亦按年跌16%,而豪華汽車品牌華晨寶馬平均每日銷量按年跌4%,但北京奔馳的銷量卻按年升27%。

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