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美銀美林:吉利(0175.HK)可受惠母企與沃爾沃擬合併發動機業務
格隆匯 10-10 11:00

美銀美林近日發表報告,就吉利汽車(00175.HK)母公司吉利控股與沃爾沃汽車擬將其現有內燃發動機業務合併為獨立業務,以尋求開發新一代的內燃發動機及混合動力總成,該行認為上述交易倘能落實,會對上市公司吉利汽車影響正面。

該行指,上述交易可令整個集團產能合理化,指沃爾沃汽車在2017年至2018年的2.0L引擎產能面臨供應短缺,同時亦影響了領克01的付運(領克50%股權由上市公司吉利汽車持有),料吉利控股與沃爾沃汽車將內燃發動機業務合併為獨立業務,有助更佳地推進產能擴展。

美銀美林表示,交易可令整個集團更佳地運用資源,令沃爾沃汽車更專注電動車研發,而吉利控股專注於傳統引擎研發。該行指上市的吉利汽車已在應用沃爾沃汽車技術,有助降低吉利汽車採購成本及改善產品。該行指,維持吉利“買入”投資評級及目標價14港元。

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