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《大行报告》瑞银升吉利(00175.HK)目标价至20元 正快速转型至电子及自动驾驶企业
阿思达克 11-02 10:49
瑞银发表报告表示,吉利(00175.HK)早前在上月北京车展公布SEA(浩瀚智能进化体验架构),吉利管理层上周五为投资者就此举行推介会,指投资者对此今次推介会感惊喜。

该行认为,吉利正快速从汽车制造商,转型至电子及自动驾驶科技公司,并维持对吉利「买入」评级,上调对其目标价,由18.5元升20元,此相当预测2021年及2022年预测市盈率由15倍升至16倍。。

瑞银指,吉利SEA平台已投入研发近四年(已投资180亿人民币),有助加快新能源车的发展周期50%,并可用於旗下7品牌,超过16款型号,料首款搭配平台的车型可於明年,在领克品牌下推出,届时将有助投资者对公司新能源车的信心。

瑞银指,吉利在推新车的时间表上亦较进取,而且其年生产能力达100万架以上,明显较Tesla有优势。

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