《大行報告》花旗引述廣汽(02238.HK)料與本田及豐田合營首季銷量各升逾20%及40% 總體毛利率穩固
花旗發表報告指,與廣汽(02238.HK)管理層舉行了投資者電話會議。管理層表示,2022財年集團銷售量料按年增長15%,埃安的銷售量將從2021財年的12萬輛增加到2022財年的30萬輛,而傳祺的銷售量將在2021財年32萬輛的基礎上,在2022財年按年增長20%。另預計本田及豐田合營首季銷售量將按年分別增長20%和40%以上。
另外,管理層預計首季毛利率保持強勁水平。而集團與電池供應商有很高的議價能力,並將在2022財年引入新的電池供應商,包括Farasis Energy和Sunwoda。管理層預計,2022財年的電池成本上漲幅度將小於2021財年的幅度。該行給予廣汽目標價12.1元,評級「買入」。
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