《大行報告》瑞銀:廣州車展週五開幕 廣汽及小鵬各具優勢 料長汽成焦點
瑞銀髮表研究報告指,廣州車展將於11月19日開幕,預期電動車將搶佔風頭,其中廣汽(02238.HK)及小鵬(09868.HK)可利用其主場優勢,密集推出新產品,估計在多個品牌下的強大渠道推動,長城汽車今年將成焦點。
該行認爲,電動車滲透率提升速度將加快,競爭亦會加劇,在各大車企中,發現長汽將推出的新車最多,其高端純電動車品牌「沙龍」首款車型預計於明年交付,最終價格可能超過30萬元人民幣。
考慮到汽車行業面臨多重挑戰,而且目前估值較高,該行對行業整體仍持有謹慎態度,但認爲廣州車展將提振行業近期情緒,對長汽予以「買入」評級;同時相信汽車製造商競爭加劇可推動寧德時代(300750.SZ)等電池製造商的收入增長,同予「買入」評級。
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