富瑞:母企為法拉第未來代工是好開始 重申對吉利(0175.HK)買入評級
富瑞發表研究報吿指,吉利汽車(0175.HK)母企吉利控股與美國電動車公司法拉第未來簽署合作協議,同時吉控將成為法拉第未來在美國上市後的少數股東。該行對吉汽未來在其SEA平台的電動車發展持樂觀看法,重申對其買入評級。
富瑞表示,據報指法拉第未來與特殊目的收購公司合併上市,而吉控將為基礎投資者,而其與鴻海旗下富士康的合資公司有機會為法拉第未來提供代工服務;同時對法拉第未來的銷售前景看法正面,估計明年首季將推出首款電動SUV車,並料到2025年在中國的產能將達10至25萬輛。
富瑞又認為,吉控與富士康的合作將令吉控在取得蘋果汽車訂單上佔有優勢,而為法拉第未來提供代工服務亦是個好開始,並料吉控將會向吉汽注入更多有效同效應的業務。

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