光大證券升吉利(00175.HK)評級至「買入」 上調目標價至31.92元
光大證券發表報告表示,看好吉利汽車(00175.HK)戰略規劃調整,以及行業周期及公司新車型周期雙重驅動銷量與業績提振的前景,上調對公司評級至「買入」,並升目標價至31.92元,相當預測今年市盈率25.9倍。
該行維持對吉利2020年純利預測70.5億人民幣,並調高對其2021年及2022年盈利預測各至97.5億及116.5億人民幣,料吉利與Volvo協同合作對應的長期核心競爭力依然存在,料吉利在內地科創板上市預期或將進一步提振估值。
光大證券估計,國內今年乘用車按年會錄近10%銷量增速(對比中汽協料升7.5%),自主品牌在行業恢復過程中具有更高修復彈性。該行料公司今年新上市車型包括CMA博越、領克B級SUV/全新浩瀚平台Zero純電動車型、以及現有車型改款版(包括新帝豪換代車型),結合星瑞爬坡全年銷量貢獻,該行預測2021年吉利總銷量按年升21%至160.1萬輛(對比銷量目標153萬輛按年升16%)。
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