《大行報告》大摩:長汽(02333.HK)預計6月批發銷售10萬至11萬輛 7月總產量續適度增長
摩根士丹利發表報告指,長城汽車(02333.HK)預計6月批發銷售10萬至11萬輛,對比早前的生產指引為12萬輛,中間差距主要由於庫存補貨。隨著供應改善,集團預計7月總產量按月有增長,即使暑假期間的上升幅度不大。
另外,長汽稱6月上半個月的店舖人流改善20%至30%,整體的積極訂單維持基本穩定,管理層也見疫情造成的影響已大致消失。
大摩維持對長汽H股「增持」評級,目標價20元。
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