牛熊異動 | 銷量大增,長城汽車購漲40%
中金發佈研報稱,維持長城汽車(02333.HK)“跑贏大市”評級,升目標價至15港元。今日開盤,大漲超9%,看漲衍生品長汽瑞信一三購A(26899.HK)漲超40%。
中金報告稱,長城汽車高基數下高增長,新老款助力H6月銷超4萬輛,歐拉表現亮眼。9月長城皮卡、哈弗、歐拉銷量均實現同環比雙增長。3季度業績確定性仍強。公司3季度累計銷量達到285,593輛,其中皮卡銷量64,497輛,與2季度基本持平,其他車型銷量爲221,096輛。新車型上市後折扣回收,有利於單車淨利潤提升,不考慮年終費用計提增加的影響,我們認爲4季度整體盈利有望進一步提升。
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