《大行報告》美銀證券上調廣汽(02238.HK)目標價至9.2元 評級「中性」
美銀證券發表報告,指廣汽(02238.HK)目標是2025年自主品牌銷量達到100萬輛,包括傳祺60萬輛和埃安40萬輛。基於新的平均售價假設,將2021年至2023年的銷售預測分別提高10%、12%及13%。因此2021年至2023年的每股盈利預測分別提高3%、5%及4%。H股目標價由8.2港元上調至9.2港元,重申「中性 」評級,因爲電動車動力系統、智能座艙、自動駕駛和埃安品牌的支出增加,以及廣汽旗下合資公司的電動車銷量增加將攤薄利潤。
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