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《大行報告》花旗:吉利(00175.HK)夥騰訊合作可提升長期競爭力
阿思達克 01-20 11:47
就吉利汽車(00175.HK)與騰訊(00700.HK)在杭州簽署戰略合作協議,雙方將圍繞智能座艙、自動駕駛、數字化營銷、數字化底座、數字化新業務及低碳發展等領域展開全方位戰略合作,騰訊將協助吉利完成「用戶全生命週期」數字化升級,打通產品研發、製造、營銷、使用、用戶運營、售後服務等全產業鏈數字化閉環,花旗發表報告表示,在一周之內,吉利先後宣布將與百度,騰訊,富士康合作,認為合作為吉利提供選擇,並創造更多商機,使吉利能夠為「數字化」汽車行業做好充分的準備。

該行指,在吉利與沃爾沃於今年首季度開始併購活動前,預計該公司將進一步宣布更多戰略夥伴關係,雖然無法在此階段量化具體的影響,但鑑於富士康、蘋果、百度、騰訊、Waymo、沃爾沃和梅賽德斯(Mercedes)帶來額外需求,該行預見吉利與沃爾沃合作的新型專用電動汽車平台PMA平台至2025年時,對其新能源汽車年銷售51.3萬輛預測有上調機會。

花旗相信吉利的先進技術和更快的研發週期,已成功吸引互聯網巨頭和希望迅速進入汽車行業新企業。

該行相信,吉利與騰訊此次合作將增強公司長期競爭力,在快速數字化的世界中,吉利越來越重視智能駕駛室/自動駕駛,同時亦增強了公司的「環境、社會、企業管治」(ESG)價值。該行予吉利「買入」評級及目標價57.9元。(wl/u)

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