《大行报告》花旗:吉利(00175.HK)11月销售按月增极佳 重申为行业首选
花旗近日发表报告表示,吉利汽车(00175.HK)今年11月销售按月表现极佳(superb),11月乘用车批发量录15.05万辆按年增长5.1%,总销量按月升7.5%(国内销售业务按月升7.1%),对比同业长汽(0233.HK)总销售按月升7%、广汽(02238.HK)按月增4%。该行重申对其「买入」评级及目标价41元,指为该行中资汽车股的首选。
该行认为,吉利并无流失市场份额予长汽及广汽,指吉利的11月按月表现,反映在推出新产品周期前仍取得优异成绩,而吉利将於未来六个月推出5个新产品。
花旗指,吉利今年首十一个月总销量为116.7万辆,已实现集团2020财年销售目标的88%,因此吉利只需12月销售按月增长2%将可达全年销售标,料不会存在压力。此外,吉利旗下领克品牌的11月销售额亦非常好,录销售2.28万辆,按月升4.3%(按月增长61%)。
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