《大行報告》瑞銀:吉利(00175.HK)中期純利遜預期 僅佔對其全年盈測31%
吉利汽車(00175.HK)午後股價偏軟,最新報16.72元跌近3.7%。瑞銀發表報告表示,吉利汽車今年上半年純利15.52億人民幣,按年跌35%(按半年跌37%),佔該行對其今年全年純利預測31%,雖然業績表現與該行一個月前預測相符,但該行認為此或導致市場同業下調對其盈利預測約30%以上。
就前景方面,吉利汽車管理層維持對今年銷量目標165萬輛的不變,意味著按年增長24%,儘管上半年僅佔37%。該行預計吉利管理層將業績發布會上強調將在下半年推出的新車型,尤其是其Hi-X 混合動力車型和BEV車型。
瑞銀表示,維持對吉利「中性」評級及目標價12元,相當預測今年市盈率20倍。
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