《大行報告》大摩引述吉利(00175.HK)稱今年進入高質量增長周期 增長可領同業
摩根士丹利發表報告表示,吉利汽車(00175.HK)代表近日參加了該行所舉行中國新經濟峰會,吉利分享公司最新發展,該行引述吉利管理料今年行業仍然錄合理復甦,並有望保持領先地位。而吉利早前宣布2021年銷量目標為153萬輛,按年增長16%。
該行引述吉利管理層預計從2021年開始會進入高質量的增長周期,在推出SEA(浩瀚智能進化體驗架構)平台推出後,新能源車業務更加全面;增加將引入的OTA(Over-the-Air Technology)服務(通過移動通信的空中接口,實現對軟件進行遠程管理技術)以提高整體盈利能力;並廣泛採用新的內燃機動力技術,將熱能效率提高到45%以上,預計節能達35%。
吉利管理層稱爭取至2025年將電動車銷售滲透率達到10%,透過SEA平台推出16款車型,達致年銷售電動車50萬至60萬輛;公司估計今年將推出4至5款新車型,其中兩款為領克。
大摩維持對吉利「減持」投資評級及目標價13元。
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