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《大行報告》美銀證券下調吉利(00175.HK)目標價至22元 評級「買入」
阿思達克 03-09 10:31
美銀證券發表報告指,吉利(00175.HK)管理層就2月銷售及業務展望舉行了電話會議。其中,2月「中國星」系列維持貢獻總銷售的超過24%;新能源車銷售達1.45萬輛;及由於交付延遲和渠道庫存水平低,零售銷售較批發爲差。 該行又引述管理層指,俄烏衝突的影響有限,因汽車供應鏈對兩國的依賴小。而集團今年對俄羅斯的銷售目標原爲3.8萬輛,雖然目前對俄羅斯經銷商的批發暫停,但集團已計劃在3月中重開。 美銀證券下調吉利股份目標價,由26元降至22元,評級維持「買入」,並調低集團今明兩年銷量預測1%及4%,以反映俄烏局勢的影響及2月銷售表現。
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