《大行報告》星展:廣汽(02238.HK)進取拓展新電動車型號 目標價9元
星展發表報告,預期廣汽集團(02238.HK)的新能源汽車業務前景強勁,估計該業務於2021年至2023年的銷量有望每年強勁增長50%,主要是受到集團四款新車型及更先進的技術所支持。
該行表示,廣汽於新能源車全電動和混合動力技術平臺方面有穩固基礎,能推動業務向前發展,預料於今年年底集團產能可倍翻至40萬輛,有助加快規模化。
星展對廣汽股份評級爲「買入」,目標價由9.8元降至9元,並調低集團今明兩年盈利預測約3%。該行認爲集團估值吸引,相當於今年預測市盈率6倍,較歷史平均低一個標準差。
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