《大行報告》瑞銀引述廣汽(02238.HK)料今年產銷增長逾15% 估與本田及豐田合營將加快電動車貢獻
瑞銀髮表報告,與廣汽(02238.HK)管理層舉行了投資者會議,引述廣汽(02238.HK)管理層料今年產量及銷量目標按年增長逾15%,管理層重申廣汽本田和廣汽豐田的目標是產銷100萬輛,料旗下傳祺經多年的業務調整頭有望回升,估計廣汽埃安保持強勁勢頭,料2022銷量有望按年倍升。
該行引述廣汽管理層料芯片供應緊張會持續至今年第二季,爲確保供應,公司已採取多項措施,包括與一級供應商合作,實現使用國產替代芯片、直接投資領先的芯片製造商以加強應鏈協作。廣汽管理層還預計旗下合資品牌企業會利用於豐田和本田的強大技術,加快擴大電動汽車銷售貢獻。
瑞銀維持廣汽「買入」評級及目標價9元,相當今年預測市盈率8倍。
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