研報掘金丨東吳證券:維持上汽集團“買入”評級,出口表現持續亮眼
東吳證券研報指出,上汽集團(600104.SH)4月批發同環比分別-3.73%/-5.61%,新能源車銷量同比增加。分品牌來看,上汽通用五菱和智己汽車表現較佳。上汽大眾批發同環比均上升,延續回暖狀態,其中新能源車銷量突破10,000輛,同比增長56%。公司核心技術新能源三電系統+智能化軟硬件全棧佈局,智己推動自主品牌高端化,同時公司出口表現持續亮眼,海外銷量繼續保持國內行業領先。另外,公司與奧迪簽署合作諒解備忘錄,共同開發面向中國市場的多款全新智能電動車型;與通用汽車整合優勢資源,在上汽通用新設軟件及數字化中心;上汽大眾積極調整營銷策略,加快提升在新能源車市場的品牌聲量。維持公司“買入”評級。
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