《大行报告》美银证券:吉利(00175.HK)就实现自动驾驶定下三大目标 料SEA平台推动增长
美银证券发表报告表示,吉利汽车行政总裁桂生悦於上周五(10月30日)举行投资者会议,就集团旗下自动驾驶及SEA(浩瀚智能进化体验架构)提供更详细解说,吉利公布计划实现以下目标,第一是2021年在公路乘用车的实现高水平自动驾驶、第二是2023年在道路上实现乘用车自动驾驶高水平、第三是2025年在开放的道路上实现完全自动驾驶。
该行指,吉利於9月23日推出了纯电动车(BEV)平台,并可持续体验浩瀚智能进化体验架构。基於SEA平台,吉利应该能够更有效地推出各种EV模型,并将软件开发时间缩短50%。而SEA平台可以涵盖从A级到E级的全尺寸车辆开发,以及所有轿车,轿车,SUV,MPV,皮卡车等车辆。此外,SEA是一个开放源代码平台,吉利正在与之洽谈。其他OEM共享平台。目前,基於SEA平台已开发了逾16种新车型,涉及7个品牌,并将於明年开始推出新车型。
美银证券表示,公司计划推出星越、新一代的帝豪及博越,及首款应用可扩展整车平台架构(SPA)及领克首款使用SEA平台所生产的产品,料有助将发展及生产成本降低,同时提高效率。该行维持对吉利「买入」评级及目标价19.3元,指公司具有清晰的长期发展策略,以确保竞争力及取得市场份额。
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