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安信國際:吉利(00175.HK)「極氪」熱銷顯其電動車實力 下半年為推新車密集期
阿思達克 06-23 10:07
吉利汽車(00175.HK)今早股價抽上,盤中曾高見26.95元一度彈高8%,最新報26.65元升6.8%。安信國際表報告表示,吉利旗下「極氪」於6月15日公布「極氪」001發布2個月以來,市場反饋遠超預期,2021年可交付訂單已售罄。

該行認為吉旗旗下「極氪001」的成功,證明吉利汽車在智能電動車領域的雄厚實力,以及浩瀚平台的先進性。該行維持吉利目標價40元,較現價有67%上漲空間,對應2021至2022年預測市盈率分別為36.1倍和25.9 倍,維持「買入」評級。

安信國際指,吉利旗下「極氪001」上市熱銷,並已經停止接受意向金。4月15日「極氪001」正式上市接受預定,共推出三款車型,分別為長續航雙電機WE版、超長續航單電機WE版以及超長續航雙電機YOU版,售價區間為28.1萬至36萬元人民幣。

「極氪001」發布2個月以來,市場反饋遠超預期,極氪微信小程序新增注冊用戶31萬,全網粉絲關注量超過100萬,2021年可交付訂單1萬輛已售罄。6月15日起,停止接受意向金,10月起全力以赴為已交定金用戶交車。6月15日以後交定金用戶明年春節後開始按順序交交付。

該行指下半年是吉利新車上市密集期,預計7月初正式發售星越L,星越L現在處於預售階段。和星瑞一樣,星越L同樣基於沃爾沃與吉利共研平台CMA打造。8月發售新帝豪,帝豪一直是中國自主品牌轎車類銷量冠軍,也是吉利轎車類銷量最高的車型。此次換代有利於售價和競爭力提升。該行看好吉利新車型上市,標誌著吉利進入新一輪強勁的產品周期。

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