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《大行报告》花旗:吉利(00175.HK)夥腾讯合作可提升长期竞争力
阿思达克 01-20 11:47
就吉利汽车(00175.HK)与腾讯(00700.HK)在杭州签署战略合作协议,双方将围绕智能座舱、自动驾驶、数字化营销、数字化底座、数字化新业务及低碳发展等领域展开全方位战略合作,腾讯将协助吉利完成「用户全生命周期」数字化升级,打通产品研发、制造、营销、使用、用户运营、售後服务等全产业链数字化闭环,花旗发表报告表示,在一周之内,吉利先後宣布将与百度,腾讯,富士康合作,认为合作为吉利提供选择,并创造更多商机,使吉利能够为「数字化」汽车行业做好充分的准备。

该行指,在吉利与沃尔沃於今年首季度开始并购活动前,预计该公司将进一步宣布更多战略夥伴关系,虽然无法在此阶段量化具体的影响,但监於富士康、苹果、百度、腾讯、Waymo、沃尔沃和梅赛德斯(Mercedes)带来额外需求,该行预见吉利与沃尔沃合作的新型专用电动汽车平台PMA平台至2025年时,对其新能源汽车年销售51.3万辆预测有上调机会。

花旗相信吉利的先进技术和更快的研发周期,已成功吸引互联网巨头和希望迅速进入汽车行业新企业。

该行相信,吉利与腾讯此次合作将增强公司长期竞争力,在快速数字化的世界中,吉利越来越重视智能驾驶室/自动驾驶,同时亦增强了公司的「环境、社会、企业管治」(ESG)价值。该行予吉利「买入」评级及目标价57.9元。(wl/u)

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