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《大行報告》匯豐研究:電動車偏好比亞迪(01211.HK)及理想(02015.HK) 傳統OEMs看好吉利(00175.HK)及廣汽(02238.HK)
匯豐研究發表報告指,7月和8月內地汽車銷售應該會放緩,為7月初以來車廠代工股股價下跌的原因之一。不過,該行認為銷售放緩只是季節性,料年底銷售將會上升。 該行指,在多間電動車股當中,偏好比亞迪(01211.HK)及理想汽車(02015.HK),因看好比亞迪由第三季起具較大的盈利潛力,及理想明年將加速產品周期。該行維持比亞迪及理想目標價443元及184元不變,評級均為「買入」。 該行指,傳統OEMs看好吉利(00175.HK)及廣汽(02238.HK),因看好吉利下半年通過Emgrand L和其他電動車型的提升來趕上車型周期。而廣汽具穩健的盈利表現,推動力來自於傳統內燃機和電動車產品周期的加速,以及其土品牌產品結構的改善。該行維持吉利及廣汽目標價29元及9.4元不變,評級均為「買入」。
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