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《大行报告》花旗引述吉利(00175.HK)料末季销量可升10% 估内地明年上半年车市双位数增
阿思达克 11-04 11:44
花旗发表报告表示,近日与吉利(00175.HK)汽车管理层进行投资者会议,指今年受新冠疫情拖累,中国汽车行业面临挑战,但随着内地以强力措施控制疫情,汽车行业快速复苏,公司在今年首九个月在内地市场份额持续提高至6.7%(对比2019年6.4%)。

吉利管理层料今年第四季销量可上升约10%,并对中国内地明年汽车市场乐观,因今年基数较低,尤其是假如中美关系未来能改善。管理层预料明年上半年中国车市可录双位数字增长。

花旗表示,吉利今年以来推出6款车型,料相关车型今年贡献销量10万辆,管理层估计6款车型於2021年可提供20万辆新车贡献。花旗称,吉利旗下SEA(浩瀚智能进化体验架构)平台,可以使不同型号的汽车共享相同的零件,提高利用率并节省制造成本,因此可以将研发时间缩短50%。

花旗称,吉利汽车於2020年开始其新产品周期,并有望在2024年之前实现高质量增长。该行维持吉利「买入」评级及目标价41元。

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