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《大行报告》瑞银降吉利(00175.HK)评级至「中性」 目标价下调至24元
阿思达克 04-28 09:56
瑞银发表研究报告,降吉利(00175.HK)评级至「中性」,相信公司SEA电动车平台大致获得投资者认同,而合营的安排令上市公司在低端传统业务相对有较重比例,而高端电动车业务的比例较少。短期利润亦因产品组合调整受压,目标价由34元降至24元。

该行对新品牌「极氪」的竞争看法较乐观,因配合其新的EV平台,料极氪001将可於今年至23年分别销售1万架、4万架与6万架,而其他SEA平台车型於2022至23年销售4万架、6万架。在品牌定位方面,科技与软件应用都有助推动极氪成为一线品牌,可惜上市公司只拥有极氪51%权益,其余49%由母公司和管理层持有。

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