花旗:升吉利(0175.HK)目標價至16.9港元 評級上調至“買入”
花旗發表研究報告指,預計在房地產成交保持穩定的情況下,中國較小城市的居民在購買汽車方面的支出將會增加,將吉利汽車(0175.HK)目標價由9港元,上調至16.9港元,投資評級由“沽售”升至“買入”;並將長汽(2333.HK)H股目標價由6.28港元升至7.29港元,評級亦由“中性”上調至“買入”。
A股方面,該行亦將上汽集團(600104.SH)目標價由21.1元人民幣,上調至23.7元人民幣;長安汽車(000625.SZ)目標價由5.5元人民幣升至7.72元人民幣,兩者評級均由“沽售”升至“中性”。
該行續指,預期未來15個月將有3710億元人民幣資金從房產轉向購買汽車,特別是經濟型轎車。該行料今年汽車零售銷量減少2.9%,明年則增加5.4%;而今年汽車躉售銷量減少10.5%,明年增0.9%。
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