《大行報告》花旗引述長汽(02333.HK)管理層料6月銷量將增加 指晶片供應符預期
長城汽車(02333.HK)早市股價受捧,半日上揚5.6%收15.02元。花旗發表報告表示,昨日(9日)與長城汽車管理層進行電話會議,引述公司管理層預計隨着內地推出汽車刺激措施(包括購置稅減免)的推出,料今年6月的銷量將增加,指公司旗下「哈弗」車型均可享有國家推出購置稅減免,哈弗H6(「國潮」版本)更能獲全額免購置稅。
長汽管理層指,今年6月份產量目標是12萬輛,強調汽車零部件供應是關鍵影響因素,指疫情影響基本結束,長三角地區恢復良好,上海生產基本恢復正常,並指集團級庫存水平在一個月左右。
花旗引述長汽管理層表示,目前正在向二級芯片供應商採購芯片,以保持穩定的生產水平。在ESP芯片上,其供應商例如博世保持穩定的庫存水平,總體來看芯片供應符合公司的預期。
就原材料價格波動方面,長汽管理層指正在與一些金融機構合作,以對衝和維持原材料成本,指整體價格走勢仍可控。花旗維持對長汽「買入」評級及目標價34.1元。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.