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光大证券升吉利(00175.HK)评级至「买入」 上调目标价至31.92元
阿思达克 01-08 11:17
光大证券发表报告表示,看好吉利汽车(00175.HK)战略规划调整,以及行业周期及公司新车型周期双重驱动销量与业绩提振的前景,上调对公司评级至「买入」,并升目标价至31.92元,相当预测今年市盈率25.9倍。

该行维持对吉利2020年纯利预测70.5亿人民币,并调高对其2021年及2022年盈利预测各至97.5亿及116.5亿人民币,料吉利与Volvo协同合作对应的长期核心竞争力依然存在,料吉利在内地科创板上市预期或将进一步提振估值。

光大证券估计,国内今年乘用车按年会录近10%销量增速(对比中汽协料升7.5%),自主品牌在行业恢复过程中具有更高修复弹性。该行料公司今年新上市车型包括CMA博越、领克B级SUV/全新浩瀚平台Zero纯电动车型、以及现有车型改款版(包括新帝豪换代车型),结合星瑞爬坡全年销量贡献,该行预测2021年吉利总销量按年升21%至160.1万辆(对比销量目标153万辆按年升16%)。

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