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大和:下調東風(0489.HK)目標價至7.3港元 疫情影響汽車產銷量
格隆匯 02-18 13:29

大和發表研究報告表示,新冠肺炎疫情影響東風集團股份(0489.HK)今年的汽車銷量及產量,亦預期東風於武漢省的產能將較其他省份受疫情影響較多,基於下調銷售假設,將公司2020年至2021年盈利預測下調8%至10%,目標價則由9港元降至7.3港元,維持“優於大市”投資評級。

該行表示,東風的總部在武漢,估計其於武漢的年產能為96萬部,而整個湖北市為118萬部,佔整體產能約43%,料今年東風產銷將會受延遲恢復生產、新產能投產延遲等影響。不過,在反映去年實際銷售數量後,上調公司去年盈利預測3%,並指中國佛山市政府將向新車購置提供2000至5000元人民幣的補助,該行認為這是正面消息有助增加汽車銷量,亦認為現時負面影響已反映在股價上。

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