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《大行報告》大和:長汽(02333.HK)首季業績勝預期 料次季起銷量復甦屬股價催化劑
阿思達克 04-25 11:49
大和發表報告,指長汽(02333.HK)首季業績勝預期,毛利率及經常性盈利均勝該行及市場預期,料歸功於產品組合帶動毛利率上升。長汽未來產品計劃加強該行對其未來盈利能力信心,重申「買入」評級,目標價維持35元。 報告稱,長汽首季銷售均價按年大升29%至11.8萬元人民幣,抵銷了銷量下跌影響。截至3月底,長汽累積訂單20萬輛有待交付,半數來自「坦克300」。長汽計劃維持今年車款推出計劃不變,相信上海封城帶來零件供應鏈干擾及芯片短缺屬短期性。該行維持長汽今年銷量167萬輛的預測,意味按年升30%,惟低於公司指引的190萬輛。即使如此,該行對長汽盈利能力更有信心,受惠產品組合持續改善。該行預期長汽自今年次季起的銷量復甦,將成為未來數季股價催化劑。
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