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摩通:重申對吉利汽車(0175.HK)增持評級 目標價46港元
格隆匯 03-25 17:16

摩根大通發表的研究報吿指,吉利汽車(0175.HK)業績符合該行預測,而新車款及平台亦在去年下半年開始盈利,認為市場忽略了相關因素,相信公司兩大舉措將帶動長遠盈利勢頭及股價表現,其中一個舉措是公司將推五款新車,該行估計2021/22年銷量將升18%及19%,而到2022年盈利則倍增至110億元人民幣,而另一舉措就是公司將分拆新能源車,同時亦有機會上市,而公司首款智能電動車將於4月下旬上海車展中發佈。

該行重申對吉利增持評級,目標價46港元。在汽車代工品牌中,摩通喜好吉利、長汽(2333.HK)、蔚來(NIO.US)及小鵬汽車(XPEV.US)。

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