《大行报告》野村引述吉利(00175.HK)指首要任务是保护利润率 料新车「极氪」年底可付运1万辆
吉利汽车(00175.HK)今早股价抽上,盘中曾高见22元一度抢升8.9%,最新报21.5元升6.4%。野村发表报告表示,吉利管理层昨日出席该行昨举行的亚太区投资者会议,该行引述吉利管理层透露,就市场关注汽车用晶片短缺影响,管理层指相关问题自今年4月开始,料5月至6月持续,相关影响为期内产能约一成,该行指此情况与此前的预期相若。吉利管理层料汽车用晶片短缺况会在今年第三季有所缓和,并对今年第四季产出前景会复苏。
就输入性原材料成本上涨问题,吉利管理层表示会透过产品整合方式抵销毛利率下滑情况,并增加售价较高的车型,而吉利指今年首要任务是保护利润率而不是争夺市场份额。
就公司自上海车展展出新汽车品牌极氪(「Zeekr」)首款纯电动车型「极氪001」,吉利管理层估计可於今年第四季向顾客付运,并估计今年底相关付运量达1万辆,此符合该行预期。吉利管理层料「极氪001」将於2022财年推出另外2款新型号。
野村表示,重申对吉利「买入」评级及目标价27.8元。
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