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美銀證券:吉利(0175.HK)管理層料5月銷售復甦,維持買入評級
格隆匯 05-12 16:51

格隆匯5月12日丨美銀證券發研報指,吉利(0175.HK)管理層表示,5月首周銷售按月升70%,預計全月銷售將按月增加20%,雖然付運問題令銷售受制,但海外市場需求持續穩健,“中國星”系列亦銷售強勁,維持“買入”評級,目標價為18港元。

報吿指出,吉利4月銷售按年下跌28%,主要因為內地封城影響供應鏈,吉利4月的利用率只有40%,是月零售銷售按年減少41%,主要因為四成汽車經銷商因疫情而關閉,5月首周仍有20-25%經銷商受影響,目前吉利約有1.5萬台汽車的訂單在手,管理層預計,5月銷售將按月增20%。

報吿説,吉利汽車純電動合資品牌“極氪(zeekr)”加價後,5月訂單數量與首季相若。美銀認為,吉利收購雷諾韓國34%股權,將有助公司韓國市場佔據一席之地,加強其於汽車架構及車型技術方面的研發能力,以及與現有業務產生協同效應。

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