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大和:重申吉利(0175.HK)買入評級 目標價升至16港元
格隆匯 05-19 15:57

大和發表研究報吿表示,將吉利(0175.HK)目標價由15港元升至16港元;重申“買入”評級;看好吉利的混合動力汽車和高端電動汽車獲得更多市場份額。由於可能進一步的產品組合,將 2022-23年的收入提高了3%。

報吿指,Zeekr和Leishen品牌4月訂單穩定流入,預計汽車消費刺激政策或將出台。報吿指,吉利重申2022年全年銷售目標165萬輛,目標是在下半年實現每月平均銷量交付150,000台,全年銷售目標不變。2022年重點關注兩個品牌Zeekr和 Leishen於訂單穩定流入以及下半年汽車刺激政策的可能性很大,公司對需求充滿信心費。目前,其訂單積壓為150,000台,其中有1個月庫存,吉利4月接Zeekr訂單1萬輛,儘管價格上漲了10,000-15,000元人民幣。此外,車險5月上半月註冊量按季增長40%,表明汽車需求回暖。 

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