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《大行報告》大和下調廣汽(02238.HK)目標價至12.2元 評級「買入」
阿思達克 09-01 10:57
大和發表評級報告表示,廣汽(02238.HK)今年次表現強勁,淨利潤按年增39%至27億元人民幣,該行料下半年利潤進一步改善,主要由於建議零售價上升及廣汽本田利潤改善,推動自家品牌的總利潤率有所改善。 該行表示,由於芯片限制放緩、刺激內地汽車政策,料廣汽本田今年下半年銷量回升,呈更好的盈利能力;該行表示,公司打算專注於新能源汽車關鍵零部件生產,包括電池、發動機和控制器;而旗下品牌廣汽埃安月銷暢銷,7月份達2.5萬輛,管理層維持今年全年銷量目標為30萬輛。 該行將其目標價由14.4元下調至12.2元,維持其評級為「買入」。(ca/u) ~
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