《大行報告》野村升長汽(02333.HK)評級至「中性」 下調目標價至15.3元
野村發表報告表示,長城汽車(02333.HK)股價在過去三個月下跌50%,符合該行對其審慎的看法,反映了對成本壓力和電動汽車銷售勢頭減弱的擔憂,不過在股價下跌後估值處於更合理的水平,將該股評級由「減持」上調至「中性」,而目標價則由27.8元下調至15.3元。該行看好比亞迪(01211.HK)和小鵬(XPEV.US)。
該行表示,過去曾強調過,長城汽車旗下電動汽車品牌ORA專注於長期盈利能力存疑的低端市場的擔憂,料長汽今年155萬輛的銷量預測,也低於管理層190萬輛的目標,但該行對其將品牌升級的戰略決策持樂觀態度,儘管這可能是一場艱苦的戰鬥。
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