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大和:降北京汽車(1958.HK)評級至持有 目標價調低至3.1港元
格隆匯 01-11 13:40

大和發表研究報吿表示,寶馬提高中國合資公司持股比例後,戴姆勒或效仿寶馬,因中國的豪華車市場依然增長強勁,戴姆勒可能會增持北京奔馳,且蘋果和現代可能合作造車一事,北京現代未必能從中獲益,因此調低北京汽車(1958.HK)評級,由買入降至持有,並下調其目標價約23%至3.1港元。

大和指出,考慮到北京汽車和現代過往關係不是非常密切,現代如果與蘋果達成合作,或在中國設立其自己的生產設施,下調2021-22財年的純利預測16%-22%。

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