《大行報告》美銀證券:長汽(02333.HK)管理層料6月銷售進一步改善
美銀證券發表研究報告指出,受疫情影響,長城汽車(02333.HK)於5月份的銷售按年跌8%,但按月升49%,產品均價超過15萬元人民幣的車款及智能車銷售,分別佔總銷售的15%及83%。公司管理層預期6月份銷售將進一步改善,主要受供應鏈復甦、「汽車下鄉」及下調車輛購置稅的政策推動,集團計劃促銷,為消費者提供更多折扣優惠。
該行指出,長汽6月份目標產量為12萬輛或按月增長50%,對今年的銷售目標維持190萬輛。此外,公司預期今年第二季毛利率將因產品組合增強而有所改善,維持對其H股的「買入」評級,認為公司持續推出產品及估值吸引,目標價17元。
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