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《大行報告》野村引述吉利(00175.HK)指首要任務是保護利潤率 料新車「極氪」年底可付運1萬輛
阿思達克 06-02 11:03
吉利汽車(00175.HK)今早股價抽上,盤中曾高見22元一度搶升8.9%,最新報21.5元升6.4%。野村發表報告表示,吉利管理層昨日出席該行昨舉行的亞太區投資者會議,該行引述吉利管理層透露,就市場關注汽車用晶片短缺影響,管理層指相關問題自今年4月開始,料5月至6月持續,相關影響為期內產能約一成,該行指此情況與此前的預期相若。吉利管理層料汽車用晶片短缺況會在今年第三季有所緩和,並對今年第四季產出前景會復蘇。

就輸入性原材料成本上漲問題,吉利管理層表示會透過產品整合方式抵銷毛利率下滑情況,並增加售價較高的車型,而吉利指今年首要任務是保護利潤率而不是爭奪市場份額。

就公司自上海車展展出新汽車品牌極氪(「Zeekr」)首款純電動車型「極氪001」,吉利管理層估計可於今年第四季向顧客付運,並估計今年底相關付運量達1萬輛,此符合該行預期。吉利管理層料「極氪001」將於2022財年推出另外2款新型號。

野村表示,重申對吉利「買入」評級及目標價27.8元。

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