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研報掘金丨平安證券:長安汽車啟源+深藍有望複製王朝+海洋的成功
格隆匯 09-26 17:32

平安證券研報指出,長安汽車(000625.SZ)啟源憑藉前期IDD的資源,有望迅速上量。深藍汽車渠道優勢依然顯著,S7已月銷過萬,並有望繼續突破。阿維塔11鴻蒙版上市後有望打破此前的銷量瓶頸,新車型阿維塔12設計感十足,增程版的推出也將加速品牌銷量快速提升。結合公司最新情況,調整公司2023~2025年淨利潤預測分別為92.8億/61.5億/89.3億(原預測值為93.6億/60.3億/93.9億元),儘管該行此次僅對公司盈利預測僅進行了微調,但鑑於公司在新能源轉型方面的佈局,認為公司有望複製比亞迪王朝+海洋的成功模式,公司的估值水平也有望隨着新能源車銷量的增長得到提升,因此該行上調公司評級由“推薦”至“強烈推薦”。

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