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中銀國際:下調長汽(2333.HK)目標價至6港元 首季純利遜預期
格隆匯 04-29 16:47

中銀國際發表研究報告指,因長城汽車(2333.HK)意料之外錄得匯兑虧損,首季純利遜市場預期,若撇除匯兑虧損,長汽首季大致實現收支平衡,4月的批發業務仍見壓力,料未必可輕易完成全年201萬輛的銷售目標,因此中銀國際將長汽H股目標價由7港元調低至6港元,維持買入投資評級。

同時,中銀國際下調長城汽車2020-2021年銷量及盈利預測3-26%至35億人民幣和50億人民幣,並指長汽首季平均產品售價按年上升,但錄按季卻下降,認為平均產品售價下跌屬暫時性,未來將可復甦至去年下半年的水平。預測長汽全年銷量約100萬輛(按年下跌5.5%),明年銷量121萬輛。

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