《大行報告》瑞信料廣汽(02238.HK)新技術可提振新能源汽車競爭力 重申「跑贏大市」
瑞信發表研究報告指,廣汽(02238.HK)日前在2020年廣汽科技日上展示多項新技術,包括車內智能連接生態系統、全球平台模塊化架構、純電動車專屬平台GEP,及續航力達1,000公里的新電池技術等,預期新技術可顯著提高其新能源汽車的競爭力。
該行預計,廣汽可借助新技術將可大大提高廣汽傳祺本地品牌產品的競爭力,刺激銷量及利潤率增長,同時帶動廣汽新能源汽車的銷量和自動駕駛能力,料可超越內地其他電動車企。
瑞信指,廣汽第三季業績表現強勁,7月首兩星期銷量按年增長27%,對比次季僅增長3%,預期集團第二季淨利潤將按年跌7%至20億元人民幣。考慮到第二季銷量低於預期及疫情影響,瑞信將2020至2022年每股盈利預測下調16.3%至32.1%,重申「跑贏大市」評級,並維持目標價10元不變。
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