《大行报告》花旗上调吉利(00175.HK)目标价至58.66元 评级「买入」
花旗发表研究报告指,吉利(00175.HK)正在组建新能源汽车同盟,预期股价至今年底前有望翻一倍,将目标价由57.9元上调至58.66元。
报告指出,吉利将利用其PMA平台为外部生产新能源汽车,如江淮汽车及蔚来汽车的合作一样,将发掘到更多传统汽车制造以外的发展机会,预期吉利未来将宣布更多有关新业务的发展计划,令市场对其核心业务模式及估值改变。
花旗将高端LK品牌2024至2025年的总销量预测提升至69万及120万辆,即按年增长127%及73%,同时将2021至2022年摊薄後每股盈利下调至1.36及1.99元人民币,维持2020年净利预测为76亿人民币,高於市场预期,维持吉利为行业首选,评级「买入」。
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