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花旗:大砍廣汽(2238.HK)目標價至3.85港元 料傳祺虧損擴大
格隆匯 04-02 12:03

花旗發表報告指,廣汽集團(2238.HK)旗下汽車品牌“傳祺”的虧損將會進一步擴大。所以下調廣汽H股的評級至“沽售”,目標價亦由8.7港元下調至3.85港元。

花旗預期,傳祺2020-22年核心淨虧損分別為62億、56億及51億元人民幣,並下調廣汽2020年淨收入23%至72億元人民幣。

花旗表示,廣汽的新能源汽車份額不能超越競爭對手比亞迪,因廣汽向電池製造商加價25-35%,加上政府今年或削減其本地品牌一半的補助金。

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