《大行报告》汇丰研究降长汽(02333.HK)评级至「持有」 目标价下调至20.7元
汇丰研究发表报告表示,长汽(02333.HK)4月份乘用车销量为6.51万辆,按年升2.7%,按月跌22.9%,差於行业水平之升12.3%及跌8.7%。即使在淡季及汽车晶片短缺下,但由於销量增长动力减弱,该行预期其新车型的销量增长压力上升。
该行补充,基於长汽销量及价格疲弱下,将其2021至2022年度盈利预测下调8%至10%,H股目标价由34.2元大幅削减至20.7元,且评级由「买入」降至「持有」。
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