大和:予吉利(0175.HK)“買入”評級 長遠基本面吸引
大和發表報告,指吉利汽車(0175.HK)在動力技術研發方面領先本地同業,認為公司長遠基本面吸引;同時,該行預期內地汽車市場有機會在第四季復升,投資者情緒料將改善,遂予公司“買入”的投資評級。
大和引述吉利管理層表示,由於早前調整產品線,“遠景X3”及“領克02/03”等車款的供應出現短缺,但另一方面銷售增長正面,而公司管理層對第四季銷售表現進一步改善亦感正面,認為汽車需求正在明顯改善。
另外,報告提到吉利計劃未來推出增程式電動車(REEV),而“領克”品牌方面亦計劃推出兩至三款新車型,目標是領克品牌可以在明年底有五至六個型號。該行預期內地汽車品牌將會有明顯復升,因去年基數較低。
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