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《大行報告》摩通引述吉利(00175.HK)稱有信心今年銷量目標可達 將續提升盈利能力
阿思達克 06-04 11:41
摩根大通發表報告,與吉利汽車(00175.HK)管理層進行會面,並引述吉利管理層指對達成今年156萬輛汽車銷售目標具有信心,指雖面臨汽車晶片短缺及原材料成本上升,相關因素料對今年第二季生產有單位數字的影響,但吉利仍有信心今年銷量目標可達標。

該行指,觀察到吉利自上海車展後的預訂情況後,估計吉利於2021財年及2022財年銷量增長可按年各達19%及30%,受益於推出新車型及平台策略,該行更認為吉利2022年盈利可較2020年盈利倍升。

吉利汽車管理指在今年第二季及第三季毛利率會受壓,因面臨原材料上升,公司已採取策略調整生產及產品組合,削減售價較低的型號及提升售價較高的車型,指公司今年目標是持續提升總體盈利能力。

就與百度(09888.HK)及鴻海的電動車合營,吉利指與兩大巨頭未來拓展電動車市場,相關新產品會在吉利的「SEA浩瀚智能進化體驗架構」上合作,料長遠將可取得明顯的成本效益。

而摩通指,考慮到今年下半年對行業銷量的樂觀看法、以及芯片供應的擔憂已反映在汽車股的股價之上,該行認為投資者會逐漸增加部分內地汽車股的倉位配置(如蔚來(NIO.US)及吉利)。

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