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研報掘金丨華西證券:長城汽車產銷同環比改善,維持“買入”評級
華西證券研報指出,長城汽車(601633.SH)8月批發銷量11.4萬輛,同比+29.3%, 環比+4.6%;1-8月累計批發74.2萬輛, 同比+4.8%。今年以來,哈弗梟龍Max、魏牌藍山、坦克500Hi4-T等新能源產品密集推出,該行看好長城全面發力新能源後,保持終端銷售的穩步推進。魏牌新拿鐵DHT-PHEV將在9月上市。隨着新品上市,行業beta向上,看好魏牌銷量逐步提升。公司新產品國內外推廣進展順利,智能電動化新週期開啟,新能源智能化車型佔比快速提升,豪華化領跑地位愈發清晰,非車業務收入有望加速釋放。維持“買入”評級。
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