《大行报告》建银国际:吉利(00175.HK)新车「极氪001」性能、工艺佳及定价远低原指引 属重大利好
就吉利汽车(00175.HK)宣布推出新汽车品牌极氪(「Zeekr」)首款纯电动车型「极氪001」,每辆汽车售价介乎26.6万至34.5万人民币(计入补贴後),建银国际发表报告表示,吉利新车「极氪001」建议定价令人印象深刻,大大低於了此前管理层指引每辆汽车售价介乎30万至50万人民币,料影响非常正面。
该行认为,吉利新车「极氪001」将是公司推出的最伟大的产品之一,因该车型提供有如保时捷级别的设计和性能,以及奥迪级别的工艺水平和便捷的功能,但却有如大众汽车级别的售价,该行料「极氪001」在短期内会获得非常积极的市场反馈,并将在展会上展示新的车型系列。
建银国际预计吉利和沃尔沃之间将发挥更大的协同作用,预计吉利集团旗下所有品牌将共享更多的平台和动力系统,预计新系统将在2022年之前取代吉利各品牌的现有ICE系统。该行维持对吉利「跑赢大市」及目标价32.9元,料其今明两年每股盈利增长各为50%及21%。
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