《大行报告》花旗:吉利(00175.HK)获鸿海协助缓解晶片问题 料恢可快於同业
吉利汽车(00175.HK)今早(2日)股价抽上,盘中曾高见22元一度抢升8.9%,早市收报21.45元升6.2%。花旗发表报告表示,对吉利汽车未来90日股价看法正面,因料其今年5月批发及零售付运或可按月转呈正面,就汽车用晶片短缺问题上,料吉利可藉合作夥伴鸿海及其他供应商帮助下,料吉利可较同业恢复得较快。
该行估计吉利旗下「星越L」的付运可於6月起开始,据悉订单非常强劲,并料「极氪」於今年第三季会推出,可捕捉今年下半年纯电动车销售上升的趋势,并相信市场会逐步留意其增长表现。
花旗表示,重申对吉利「买入」评级,上调目标价由51.5元升至52.25元,相当於今明两年预测市盈率各48倍及34倍。
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