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港股異動 | 吉利汽車漲超10%,傳與百度成立智能電動汽車公司

uSMART盈立智投1月8日消息,週五港股早盤,吉利汽車延續近日漲勢,截至10:25分,吉利汽車漲超10%,股價最高觸及30.7港元。

【吉利汽車目前支持20倍槓桿日內交易】

此前《路透》引述消息人士報道,百度(BIDU.US)計劃組建一家生產智能電動汽車的公司,生產將在吉利旗下的工廠進行。據報百度將擁有新公司的多數股權及絕對投票權,吉利則持有少數股權。消息人士指,此公司將利用百度提供的車載軟件及吉利的工程技術,改造吉利現有的部分汽車生產設施來生產。

交銀國際:重申吉利爲行業首選買入

交銀國際發佈報告,吉利計劃2021年實現153萬輛的銷售目標,同比增長16%,該行認爲這是今年銷售恢復的積極信號。該行將2021-22年的盈利預測上調4-6%,以反映自主品牌的銷售恢復好於預期,以及值得期待的帝豪和博越新車型週期。該行估計2021年銷量將達到165萬輛,同比增長25%,這是由於低線城市的銷量強勁回升,以及有利的價格趨勢使利潤率復甦。

吉利的股價催化劑衆多,除了今年的銷售復甦,其還將受益於即將實現的A股上市,以及其後與沃爾沃的潛在合併。由於前景樂觀,該行基於2021年預期市盈率25.8倍(前爲19倍),將目標價從25.40港元上調至38.50港元。重申吉利爲行業首選買入。

美銀:首選吉利汽車

美銀預計內地今年的電動車需求會按年增長32%,電動車電池需求增長33%,主要是因政策刺激需求,且雙重信貸計劃迫使車企銷售更多電動車。該行相信,由於持續推出新型號等原因,內地領先的電動車初創包括蔚蔚來、小鵬汽車及理想汽車將在電動車市場有跑贏表現。而吉利汽車亦有良好準備由內燃車過渡至電動車,因此亦爲行業首選。

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