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吉利汽车(00175.HK)续涨7%曾见22元 获野村及花旗重申「买入」评级
阿思达克 06-02 14:01
吉利汽车(00175.HK)获野村及花旗重申「买入」评级,该股连升第三天兼跑赢同业,承昨天重越牛熊线势,今天进一步升破50天线(20.3元)後,买盘跟进,最多升8.9%高见22元,创逾一个月高,现造21.6元,逆市续升6.9%,成交续增至1.032亿股,涉资22.13亿元。

野村重申吉利「买入」评级及目标价27.8元。该行引述吉利管理层预计汽车用晶片短缺情况,将於今年第三季有所缓和及第四季产出前景将会复苏。至於就输入性原材料成本上涨问题,吉利管理层指将透过产品整合方式抵消毛利率下滑情况,并增加售价较高车型,集团今年首要任务是保护利润率而不是争夺市场份额。

花旗对吉利未来90天股价看法正面,因预计公司今年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可较同业恢复得较快。同时,估计吉利旗下「星越L」付运可於6月起开始,且据悉订单非常强劲,并料「极氪」可於今年第三季推出,捕捉今年下半年纯电动车销售上升趋势,并相信市场会逐步留意其增长表现。因此,重申吉利「买入」评级,上调目标价1.5%至52.25元。

据报百度(09888.HK)与吉利母企之合营「集度汽车」之首款车将於明年在北京车展时亮相,定价将於20万元人民币或以上。

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