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《大行报告》大摩引述吉利(00175.HK)称今年进入高质量增长周期 增长可领同业
阿思达克 01-08 11:39
摩根士丹利发表报告表示,吉利汽车(00175.HK)代表近日参加了该行所举行中国新经济峰会,吉利分享公司最新发展,该行引述吉利管理料今年行业仍然录合理复苏,并有望保持领先地位。而吉利早前宣布2021年销量目标为153万辆,按年增长16%。

该行引述吉利管理层预计从2021年开始会进入高质量的增长周期,在推出SEA(浩瀚智能进化体验架构)平台推出後,新能源车业务更加全面;增加将引入的OTA(Over-the-Air Technology)服务(通过移动通信的空中接口,实现对软件进行远程管理技术)以提高整体盈利能力;并广泛采用新的内燃机动力技术,将热能效率提高到45%以上,预计节能达35%。

吉利管理层称争取至2025年将电动车销售渗透率达到10%,透过SEA平台推出16款车型,达致年销售电动车50万至60万辆;公司估计今年将推出4至5款新车型,其中两款为领克。

大摩维持对吉利「减持」投资评级及目标价13元。

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