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《大行报告》瑞信上调广汽(02238.HK)目标价至11.2元 评级「跑赢大市」
阿思达克 04-30 09:41
瑞信发表研究报告,指广汽(02238.HK)首季表现胜预期,纯利按年增1897%,主因来自两日本合营公司的投资收入胜预期。

该行指,虽然因销量增47%,毛利率按年改善1.3个百分点,但公司本地品牌经营亏损按年增加21%。旗下广汽埃安则则开始付运AION Y,将有助带动销量与利润。

该行又指,因应投资收入稍胜预期,调升2021至22年盈利预期1.5至2.8%,并计入2023年预测,目标价由11元升至11.2元,维持评级「跑赢大市」,未来主要催化剂为其续航1,000公里之电池发展。

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