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《大行報告》中金:長汽(02333.HK)全新平台產品即將上市 料帶動新一輪產品周期
阿思達克 06-03 14:39
中金發表研究報告指,長城汽車(02333.HK)針對2030年開發三個全新平台,當中基於B30平台的兩款新車計劃於第三季上市,料每個平台將陸續推出4至6款新車,主要於明年起推出市面,將推動新一輪產品周期。

報告指,新平台內部零部件通用率達60%至80%,採購時更具規模效應,有助降低成本提升效率,並縮短開發周期,加快產品更新換代速度,增強產品競爭力。

該行指出,內地汽車市場銷售將慢慢恢復,疫情緩和經濟活動恢復,推動4、5月國內乘用車市場穩步恢復,但下半年需求恢復程度仍存在不確定性。乘聯會數據顯示,5月首三星期長城乘用車批發銷量達3.7萬輛,日均銷量按年增長14%,中金預計其皮卡銷售增長更快,可帶動市佔率提升,維持「跑贏大市」評級及目標價6元不變。

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