瑞信:大幅上調福耀玻璃目標價至48港元,汽車股首選吉利
瑞信發表評級報吿,指國務院上日(23日)宣佈提供乘用車購置税減免600億元人民幣,由於目前新能源汽車(NEV)車輛購置税被豁免,新政策僅惠及內燃機(ICE)車輛,預料帶動今年乘用車需求增加150萬至200萬輛,故將福耀玻璃(3606.HK)在2022年至2024年利潤預測上調4.6%至7.1%。
該行將福耀目標價由27港元上調至48港元,相當於預測明年市盈率21.5倍,並將其投資評級由“跑輸大市”一舉升至“跑贏大市”。
由於新政策僅惠及內燃機車輛,該行將汽車板塊首選股改為吉利(0175.HK)。選股優先次序依次為吉利、長汽(2333.HK)、廣汽(2238.HK)、東風(0489.HK)、比亞迪(1211.HK)、蔚來(9866.HK)、小鵬(9868.HK)、理想(2015.HK)、北汽(1958.HK)、最後為停牌中的華晨(01114.HK)。
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