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《大行報告》大和升吉利(00175.HK)評級至「買入」 目標價下調至15元
阿思達克 03-24 13:51
大和發表研究報告指出,吉利(00175.HK)去年下半年業務穩健,期內收入566億元人民幣,按年增長2%,但由於受晶片短缺打擊,銷量跌13%,而產品均價提高10%至8.27萬元人民幣,毛利率按年增長1.8個百分點至17.1%,純利跌24%至25億元人民幣,如撇除下半年股份支付5.72億元人民幣,純利約30億元人民幣,即是按年跌6%,大致符合該行預期。 該行將吉利2022至2023財年的每股盈利預測下調27%至30%,以反映成本上漲導致毛利率受壓。另認為公司產品管線穩固,產品組合或進一步改善,將其評級由「持有」上調至「買入」,目標價則由28元降至15元,認為目前晶片供應持續緊張和地緣政治緊張局勢,拖累投資情緒呈弱。
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