《大行报告》大和升吉利(00175.HK)目标价至22.3元 强劲产品线可支持明年销售
大和发表研究报告,指出基於吉利(00175.HK)的产品线稳健,预期其明年销量增长强劲。随着在今年首十个月售出逾100万辆汽车,公司对於超出全年132万辆的销售目标有信心。在2021年,公司计划推出4至5款新型号。该行期望公司在2021年升级旗舰车型後,会见强劲的销售贡献。
该行将公司2020至2022年的每股盈利预测上调0.3%至6.5%,因为将公司的销量预测上调1至3%。同时,将2022年的毛利率预测上调0.5个百分点至20%。12个月目标价由原来的18.6元上调至22.3元,投资评级维持「买入」。由於其在自动驾驶及电动车有重大进展,可望支持其提升未来的领导地位,因此相信公司值得获再评级。
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