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《大行報告》大摩:吉利(00175.HK)中績大致符預期 下半年新能源車成焦點
阿思達克 08-18 15:53
摩根士丹利發表報告指,吉利汽車(00175.HK)今年上半年盈利為15.5億元人民幣,按年下跌35%,較去年下半年則跌37%,大致符合已降低的市場預期。 該行表示,吉利將就業績舉行電話會議,集團重申今年的銷量目標為165萬輛,按年上升24%,相信會議的主要焦點包括下半年的每月銷售軌跡與需求展望、主要高檔電動車品牌的供應提升、電動車/混能車的策略和未來車款,以及毛利復甦的潛力。 大摩維持對吉利股份「增持」評級,目標價22元。
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