《大行報告》花旗上調吉利(00175.HK)目標價至58.66元 評級「買入」
花旗發表研究報告指,吉利(00175.HK)正在組建新能源汽車同盟,預期股價至今年底前有望翻一倍,將目標價由57.9元上調至58.66元。
報告指出,吉利將利用其PMA平台為外部生產新能源汽車,如江淮汽車及蔚來汽車的合作一樣,將發掘到更多傳統汽車製造以外的發展機會,預期吉利未來將宣布更多有關新業務的發展計劃,令市場對其核心業務模式及估值改變。
花旗將高端LK品牌2024至2025年的總銷量預測提升至69萬及120萬輛,即按年增長127%及73%,同時將2021至2022年攤薄後每股盈利下調至1.36及1.99元人民幣,維持2020年淨利預測為76億人民幣,高於市場預期,維持吉利為行業首選,評級「買入」。
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