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摩通:重申对吉利汽车(0175.HK)增持评级 目标价46港元
格隆汇 03-25 17:16

摩根大通发表的研究报告指,吉利汽车(0175.HK)业绩符合该行预测,而新车款及平台亦在去年下半年开始盈利,认为市场忽略了相关因素,相信公司两大举措将带动长远盈利势头及股价表现,其中一个举措是公司将推五款新车,该行估计2021/22年销量将升18%及19%,而到2022年盈利则倍增至110亿元人民币,而另一举措就是公司将分拆新能源车,同时亦有机会上市,而公司首款智能电动车将于4月下旬上海车展中发布。

该行重申对吉利增持评级,目标价46港元。在汽车代工品牌中,摩通喜好吉利、长汽(2333.HK)、蔚来(NIO.US)及小鹏汽车(XPEV.US)。

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