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《大行報告》富瑞引述吉利(00175.HK)料5月廠房開工率達60% 無需調整今年產銷目標
阿思達克 05-11 10:50
富瑞發表報告表示,吉利汽車(00175.HK)管理層昨日(10日)出席其舉辦的電動車行業投資者會議,並分享了公司近期復產情況,吉利指上海及周邊城市的大多數代工產商和供應商已恢復生產,但5月首周的行業利用率僅在30%左右,吉利管理層預計在生產持續改善下,料5月份廠房開工率可達60%(4月份的產量損失約爲50%),並估計吉利將跑贏行業。富瑞予吉利「買入」評級,目標價18.1元。 吉利管理層表示,目前無需調整2022年產銷目標,認爲一旦新冠疫情緩和,集團有足夠的產能確保生產恢復。 公司管理層指,旗下「吉利幾何」品牌在加價後相關產品需求穩固,指由於電池廠商已經啓動了第二輪漲價,料「吉利幾何」有可能再次漲價。至於「極氪」方面,吉利管理層指「極氪」在4月份收到了大約 1萬輛的新訂單,管理層目標是在5月交付約4,000輛的「極氪001」,並指極氪品牌於今年銷售目標7萬輛保持不變。
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