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《大行報告》瑞信引述吉利(00175.HK)指不確定四川廠房會否進一步停產 但指大部分製造基地在華東 料影響有限
阿思達克 08-23 11:57
吉利汽車(00175.HK)今早(23日)股價受壓,盤中低見16.28元一度下挫5.6%,最新報16.44元跌4.6%。瑞信發表報告表示,出席了吉利汽車上半年非交易路演的會議,就市場關注四川省電力短缺的影響,吉利管理層表示8月16日至8月20日期間停產了四天,不確定是否會進一步停產,但若僅停產這四天,四川省和重慶市的零部件供應問題所受的影響有限,因為一般零部件庫存可應用一周左右。值得一提的是,吉利的大部分製造基地和零部件供應商均在華東地區,料受四川省電力短缺影響非常有限。 該行指,吉利管理層對極氪(Zeekr)品牌至2025年銷量目標為65萬輛。為實現這一目標,極氪將每年推出兩款產品,該公司對極氪今年全年7萬台的銷量目標充滿信心,預計到2022年底月銷量將超過1萬台。 吉利汽車管理層指旗下「幾何」純電動汽車品牌毛利率方面,由於電池價格較高,於今年上半年相關毛利率為負值,指「幾何」的毛利率在今年年中漲價令開始生效時已達到盈虧平衡水平。
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