《大行報告》大和升長汽(02333.HK)目標價至5.7元 評級「跑贏大市」
大和發表研究報告,指長汽(02333.HK)管理層表示,5月份首周銷售增長見復甦,預期增長會持續,下半年會有穩健的新產品推售,同時短期內亦無意推出折扣優惠。
該行引述管理層指,預期今年國內汽車需求增長回復強勁,若政府再放寬限制措施,相信會帶動進一步需求,「長城炮」的產能預期可於年底達16萬架,較目前增一倍,相信今明兩年增長強勁。
該行表示,新冠肺炎對公司的影響有限,至5月底零件存貨仍然正常,升2021-22年每股盈利預期8-10%,以反映對2021-22年銷量升1-4%的預期。
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