研報掘金丨德邦證券:長安汽車1月自主品牌海外銷量表現亮眼,予“買入”評級
德邦證券研報指出,長安汽車(000625.SZ)全球化加速推進。1月自主品牌海外銷量4.7萬輛,同比+160.2%,環比+200.2%,予“買入”評級。公司目前產品遠銷63個國家和地區,其中,獨聯體、中東非洲、中南美洲為戰略攻堅市場;歐洲、東南亞為戰略培育市場;美國&加拿大、日韓為戰略跟蹤市場。此外,公司後續預計在東南亞市場導入阿維塔11、Lumin、CD701等7款以上新能源產品,並計劃在歐洲市場導入阿維塔11、深藍S7、C327等新能源產品5款以上。2025年,具備10萬輛年產能的泰國羅勇府製造基地將正式投入使用,後續將擴能至20萬輛,目前已計劃投產C857產品項目,後續將相繼導入多款產品。
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