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野村:予吉利汽車(0175.HK)“買入”評級 列為行業首選
格隆匯 01-16 17:34

野村發佈報告稱,維持吉利汽車(0175.HK)為行業首選,予其“買入”評級。

該行稱,內地汽車行業的平均每日乘用車(PV)銷售量在去年同比下跌9.6%,出現連續兩年銷量下跌,但該行相信今年平均PV銷售量將恢復增長。該行預計,2020、2021財年行業的PV銷量同比增加3%、2.5%,最新數量預測分別為2210萬及2290萬輛,較前預測低4.7%,主要因為2019年表現遜於預期。

該行還稱,由於領先OEM有更可靠的新純電動汽車(EV)產品以及電池成本下降帶來具競爭力的價格,相信EV銷售在受去年疲弱的環境影響下,今年將獲得同比22%增長。

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