《大行報告》富瑞上調今年乘用車銷量預測 廣汽(02238.HK)、長汽(02333.HK)及吉利(00175.HK)為主要受益者
富瑞發表報告指,內地減徵乘用車購置稅的速度和範圍超出該行預期,因此上調今年汽油車銷量預測70萬輛,不過由於汽油車進入返還階段,明年預測則下調70萬輛。至於新能源車的銷售預測維持不變。
富瑞認為,廣汽(02238.HK)、長汽(02333.HK)及吉利(00175.HK)將是今次措施的主要受惠者,因三企於1.6升至2升引擎汽車的業務較多。該行對廣汽評級為「持有」,目標價6.9元;長汽及吉利均為「買入」,目標價分別16.9元及18.1元。
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