Bernstein:升吉利汽車(0175.HK)評級至“優於大市” 目標價20港元
美資券商博恩斯坦(Bernstein)發佈報告稱,升吉利汽車(0175.HK)至“優於大市”評級,目標價20港元;升北京汽車(1958.HK)至“與大市同步”評級,目標價4港元。
該行稱,2020年汽車設備製造商將會受益於內地汽車銷量中個位數的增長,並認為吉利零售市佔率在近幾月提高,並將受益於新產品的推出。
該行又稱,內地汽車行業在去年出現企穩跡象,渠道庫存水平也有所回落,而支持行業從底部向上的因素還包括產能增加放緩、零售價格壓力減少等。另外,電動汽車也是重點關注的領域,電動車銷量對收入的影響是對汽車設備製造商主要的擔憂。

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