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《大行报告》美银证券:吉利(00175.HK)旗下领克推创新计划 抢攻欧洲市场
阿思达克 10-06 11:12
美银证券发表报告表示,吉利汽车(00175.HK)旗下领克於9月底宣布「欧洲计划」,用户可在欧洲按月短租或直接购买旗下汽车,或向客户每月收取最高500欧元的全方位服务费用,包括保险,故障恢复和税收,而用户可拥有自身的价格和租赁条件与其他领克用户共享/租赁汽车,以减少月费。

该行指,领克将推出的首款车型是紧凑型领克SUV 01,其基於与沃尔沃XC40相同的紧凑模组化架构(CMA)。 领克将提供两种动力总成选择---混合动力版本(HEV)或插电式混合动力版本(PHEV)。而领克将於今年10月在阿姆斯特丹开设首家线下体验店,并将逐步推广到欧洲其他国家(如瑞典,德国等)。领克料将在明年春季向欧洲交付首款汽车。这种商业模式具有其创新性,该行认为新业务的潜力,可帮助领克增强其在欧洲市场的品牌知名度,而不会招致高昂的成本和运营成本。

美银证券表示,予吉利汽车「买入」投资评级及目标价19.3元,此综合市盈率及按现金流折现率方式作估值。(wl/k)

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