《大行報告》花旗:吉利(00175.HK)屬未來六個月風險與回報比率最高的汽車股
花旗發表研究報告指,料第三季新能源車表現應維持強勁,而踏入第四季市場不能忽視銷量規模有機會按季增長55%的可能性。該行看好吉利汽車(00175.HK)、比亞迪(01211.HK)、小鵬汽車(09868.HK),並相信經銷商的重估週期將於9月底再度展開,預期蔚來(NIO.US)第三季銷量指引將按季升10%。
該行估計8月份內地乘用車上險量將按年跌1%,而行業批發量將跌11.5%,不過新能源乘用車則維持按月升8%的估算,意味按年計將升164%至26.6萬輛,其中比亞迪及小鵬市佔增長較大,而受惠減價,料8月份Tesla中國本地批發或由7月份低位反彈。該行維持吉利為行業首選,並予長安汽車(000625.SZ)「買入」評級。
至於吉利方面,雖然該行認為在極氪01交付前重估步伐應較慢,不過仍相信公司未來六個月仍是行內風險回報率最高。(el/s) ~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.