《大行报告》大摩:广汽(02238.HK)与日资合营销售录双位数增长 重申「增持」评级
摩根士丹利发表报告表示,广汽集团(02238.HK)今年9月销量录按年升15.6%至21.8万辆,旗下广汽丰田持续录双位数字增长(按年升24.6%)、旗下广汽本田销量按年升21.7%,而旗下广汽传祺销售按年升12.8%,重申对其「增持」评级及目标价10元。
该行料在新冠疫情对中国汽车购买力已产生中期影响,但从广汽丰田及广汽本田销售数据显示,公司旗下日资合营品牌所受到的影响相对较少。(wl/u)
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