《大行報告》花旗引述吉利(00175.HK)料末季銷量可升10% 估內地明年上半年車市雙位數增
花旗發表報告表示,近日與吉利(00175.HK)汽車管理層進行投資者會議,指今年受新冠疫情拖累,中國汽車行業面臨挑戰,但隨著內地以強力措施控制疫情,汽車行業快速復蘇,公司在今年首九個月在內地市場份額持續提高至6.7%(對比2019年6.4%)。
吉利管理層料今年第四季銷量可上升約10%,並對中國內地明年汽車市場樂觀,因今年基數較低,尤其是假如中美關係未來能改善。管理層預料明年上半年中國車市可錄雙位數字增長。
花旗表示,吉利今年以來推出6款車型,料相關車型今年貢獻銷量10萬輛,管理層估計6款車型於2021年可提供20萬輛新車貢獻。花旗稱,吉利旗下SEA(浩瀚智能進化體驗架構)平台,可以使不同型號的汽車共享相同的零件,提高利用率並節省製造成本,因此可以將研發時間縮短50%。
花旗稱,吉利汽車於2020年開始其新產品週期,並有望在2024年之前實現高質量增長。該行維持吉利「買入」評級及目標價41元。
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