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《大行報告》瑞信升吉利(00175.HK)評級至「跑贏大市」 目標價上調至17元
瑞信將吉利(00175.HK)評級由「中性」至「跑贏大市」,目標價由12.5元上調至17元,預計吉利在中國插電式混合動力汽車市場的份額,將從2021年的3.5%增加到2025年的23%,這得益於其先進的三檔專用混合動力變速器技術(雷神Hi.X)。 吉利最新專用混合動力產品「帝豪L」轎車於4月26日上市,上市首周訂單量就超過1萬輛。瑞信考慮到吉利強於預期的插電式混合動力汽車需求前景,將其2022-2024年盈利預測上調0.5%-8.3%,目標價由12.5元上調至17元。 瑞信預計吉利插電式混合動力汽車銷量將從2021年的21,000輛,增加到2022年的9萬輛,隨後在2025年達到70萬輛。在插電式混合動力汽車廠商中,該行更看好吉利多過比亞迪(01211.HK),因為吉利的市場份額上升。
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