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瑞信:上調廣汽集團(2238.HK)目標價至11港元 評級“跑贏大市”
格隆匯 12-20 16:14

瑞信發表報告稱,上調廣汽集團(2238.HK)目標價3.8%由10.6港元至11港元,維持“跑贏大市”評級。

該行稱,經過5個月均出現銷量同比下跌後,廣汽在本月首兩個星期終於出現銷量同比增長,期內增16%,主要由廣汽傳祺(Trumpchi)本地品牌貢獻,GS4 SUV的銷售表現強勁,銷量達8218輛。如果此趨勢能夠持續,估計其全年GS4銷量可達到16萬輛。

該行還稱,GS4未有提供任何折扣予經銷商,整體廣汽傳祺零售價格折扣下降至兩年低位,上月為4.6%,去年11月則是9.5%。由於零售價格折扣下降,相信廣汽傳祺的對經銷商的現金支持都會下降,從而令利潤回升。

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