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大行評級|花旗:維持吉利“買入”評級 首季業績將成下一個催化劑

花旗發表報吿指,吉利5月乘用車(PV)批發按年升38%或按月升4.8%,同月出口表現維持強勁,按年升68%至3.7萬輛,佔全月銷量23%,惟按月跌3.3%。而今年首五個月的出口按年升69%至9.6萬輛,而總批發按年增45%至79萬輛,今年首五個月的出口佔總批發20.5%。

該行提到,在庫存方面,估計總庫存在5月底保持穩定,約為24.5萬輛,由於總批發量應相等於出口量加上本地零售量,這反映公司庫存量約為1.98個月。該行料公司在本月中旬公佈其2024年首季業績,將成為下一次重新評級的催化劑,因此該行維持其“買入”評級,目標價為13港元。

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