《大行報告》瑞銀升長汽(02333.HK)目標價至10元 可藉新技術開啟強勁產品周期
瑞銀發表研究報告,維持長汽(02333.HK)「買入」評級,目標價由6.5元升至10元,認為次季業績強勁,相信公司已進入強勁的產品週期,配合新技術、平台策略及自動駕駛技術,估計公司可繼續搶佔市場份額並改善利潤,而公司在自動駕駛上的付出應可改善產品競爭力,並帶動重估至接近吉利的水平,惟相關因素仍未獲認同。
該行指出公司將在9月推出第三代H6 SUV,而新的H6主打輕量及高燃料效益,而且有更好的數碼化體驗及L2+自動駕駛等。今年其他新型號包括SUV「大狗」及坦克300SUV,兩款車在網站上亦獲很高的關注度,估計表現有機會好過投資者預期。該行相信H6銷量較高有助減低每輛的成本,對電動車起動來說有優勢。(el/u) ~
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