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《大行報告》大摩:長汽(02333.HK)上季業績令人失望 聚焦轉型新能源汽車
阿思達克 02-03 10:04
大摩發表報告指,長汽(02333.HK)上季業績令人失望,由於員工薪酬和經銷商回扣增加,長汽上季利潤下降,目前市場聚焦新能源汽車(NEV)轉型。予評級「增持」,目標價16元。 大摩指,在今年160萬輛銷售目標的基礎上,管理層進一步宣布NEV滲透為40%以上和出口為15%以上的目標。同時強調銷售量是今年的首要任務,將確保產品在整個行業減價情況下具競爭力。管理層並進一步預告3月中旬的公告,承諾在競爭激烈的新能源汽車市場中,帶來使公司脫穎而出的技術。
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