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研報掘金丨東吳證券:廣汽集團Q2業績整體符預期,維持“買入”評級
東吳證券研報指出,廣汽集團(601238.SH)Q2業績整體符合預期,自主品牌銷量提升改善毛利率表現,維持“買入”評級。自主能源生態產業鏈實現閉環佈局,合資品牌電動轉型加速。1)自主雙品牌新能源佈局完善:廣汽埃安上市進程順利推進,設立動力電池/電驅產業化項目+組建廣汽能源完善能源產業鏈閉環,2023年Hyper品牌車型上市助力埃安產品結構改善;廣汽傳祺堅持“XEV+ICV”技術路線,轉型速度加快。2)合資公司電動轉型加速,產品組合持續優化。
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