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研報掘金|國信證券:維持吉利汽車“增持”評級 銀河L7拉開本輪強勢週期的序幕
國信證券發佈研究報吿稱,維持吉利汽車“增持”評級,盈利預測不變,預計2023/2024/2025年的淨利潤為47/69/104億元。該行表示,吉利銀河L7於2023年5月31日上市後銷量持續走高,7月與8月銷量連續破萬,8月銷量達11117輛,環比增長超10%,上市3個月累計銷量達30848台。本次吉利銀河L6發佈,進一步豐富了銀河系列的產品矩陣。該行認為,銀河L7成為極氪001之後又一爆款車型,拉開了吉利本輪強勢週期的序幕。下半年,公司銀河系列產品推出L6(A級插混轎車)、E8(純電轎車)等有力新品,極氪品牌推出轎車極氪001FR,推動吉利汽車的新能源化轉型向下一階段邁進。
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