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《大行報告》大和降廣汽(02238.HK)目標價至11.1元 評級「買入」
阿思達克 12-16 11:47
大和發表研究報告指,廣汽集團(02238.HK)11月的銷售及生產受到疫情衝擊,管理層認爲,疫情對12月的月度交付量有一定影響。 因此,管理層指引今年產量按年增長15%,銷量則按年增長12至13%,較年初目標的15%爲低。 報告引述公司管理層指,未來幾年廣汽乘用車將加快HEV、PHEV和EREV車型的投放步伐,並計劃到2025年實現全系電動,又計劃將將2023年起將車型提價3,000元至8,000元人民幣,以部分抵銷因取消新能源汽車補貼和內燃發動機(ICE)購置稅減免的影響。 該行重申集團「買入」評級,目標價由12.2元下調至11.1元。
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